IRIS KashFlow + Marketo

Create and update IRIS KashFlow customers from new Marketo leads

Streamline your sales process by connecting Marketo and IRIS KashFlow with this powerful workflow. When a new lead is captured in Marketo, this automation will efficiently create or update a customer in IRIS KashFlow, ensuring your customer information stays up-to-date without any manual efforts. This seamless connection between your marketing and accounting platforms saves valuable time and keeps your data consistent.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create/Update Customer
Create/Update Customer for Kashflow
ActionWrite

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Supported triggers and actions

What does this mean?

- Form
Trigger
Scheduled
Try It
New Program
Triggers when a new program is created.
Trigger
Scheduled
Try It
- ListRequired
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write

- Invoice number/Customer ReferenceRequired
Trigger
Scheduled
Try It
- How should existing Customer in KashFlow be matched ?Required
- Code
- NameRequired
- 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

- List
- Additional Fields
Trigger
Scheduled
Try It
- List
- Additional Fields
Trigger
Scheduled
Try It
- Partition
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Trigger
Scheduled
Try It
- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- 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 DateRequired
- Invoice Due Date
- CurrencyRequired
- 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 ReferenceRequired
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 more

Related categories

Accounting

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more Help

Related categories

Marketing Automation

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PRODUCTS

CAPABILITIES

By team

IRIS KashFlow + Marketo

Create and update IRIS KashFlow customers from new Marketo leads

New Form Submission

Form

New Program

Add Lead to List

LeadRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Lead

E-Mail AddressRequired

Additional fields to retrieve

Partition

Get Invoice List

Invoice number/Customer ReferenceRequired

Create/Update Customer

How should existing Customer in KashFlow be matched ?Required

Code

NameRequired

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

Search Customer

How should existing Customer in KashFlow be matched ?Required

Name

Code

Email

New Lead

List

Additional Fields