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IRIS KashFlow + Knack

IRIS KashFlow + Knack

IRIS KashFlow + Knack integrations

Create invoices in IRIS KashFlow from new form submissions in Knack

Effortlessly manage your financial operations by turning new form submissions in Knack into invoices in IRIS KashFlow. This automation workflow not only saves you time but also reduces the risk of errors caused by manual data entry. Now, whenever a form is submitted in Knack, an invoice will be instantly generated in IRIS KashFlow, ensuring seamless coordination between your data management and billing processes.

When this happens...
New Form SubmissionTriggers when a form is submitted in a live app.
TriggerInstant
automatically do this!
Create InvoiceCreating invoice for KashFlow
ActionWrite

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More things you can do with Knack and IRIS KashFlow

Discover other triggers and actions you can use with Knack and IRIS KashFlow

- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- How should existing Customer in KashFlow be matched ?
  Required
- Name
- Code
- Email
Trigger
Polling
Try It

- Invoice number/Customer Reference
  Required
- Bank Account ID
  Required
- Date
  Required
- Invoice Payment Method
  Required
- Amount
  Required
- Notes
Action
Write
- How should existing Customer in KashFlow be matched ?
  Required
- Customer Name
- Customer Code
- Customer Email
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Trade Border Type
- Would you like to create a customer when not found
- Invoice Number
- Invoice Issued Date
  Required
- Invoice Due Date
- Currency
  Required
- Customer Reference/Purchase Order
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Address
- Use Different Delivery Address
- Address Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Delivery Address
- Project
- Project
- Sales Code
- Product
- Do you want to create new product when not found?
- Description
- Quantity
- Rate
- Inclusive of Tax?
- VAT Rate
- VAT Amount
- Is VAT Exempted
- Sales Code
- Charge
- Inclusive of Tax?
- Description
- VAT Rate
- VAT Amount
- Sales Code
- Discount
- Description
- Comment
- Bank Account ID
- Date
- Invoice Payment Method
- Amount
- Notes
- Notes
Action
Write

- Invoice number/Customer Reference
  Required
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Action
Write
- Object
  Required
Action
Search
- Invoice number/Customer Reference
  Required
Trigger
Polling
Try It
- How should existing Customer in KashFlow be matched ?
  Required
- Code
- Name
  Required
- Would you like to update a customer when found
- Source
- Trade Border Type
- VAT Number
- Notes
- Show discount amount on invoice
- Discount Percentage
- Automatically add a line showing this VAT number to new Invoices
- Default Currency
- Default Purchase Order
- Title
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Fax
- Email
- Website
- Is Primary Contact
- Receive invoices
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Use a separate address for delivery
- Name for Delivery Address
- Address Line 1
- AddressLine2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Payment Type
- Days
- Default PDF Theme ID
- Apply CIS Withholding Tax
- CIS Withholding Tax Rate
- CIS Withholding Tax Reference Name
- CIS Withholding Tax Reference Value
- Default Email Template
- Default Sales Code
Action
Write
- How should existing Customer in KashFlow be matched ?
  Required
- Name
- Code
- Email
Action
Search

About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.

Learn moreLearn moreHelpHelp

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About Knack

Knack is the easy way to build online databases and applications.

Learn moreLearn moreHelpHelp

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