IRIS KashFlow + Microsoft Dynamics 365 CRM integrations
Add new Microsoft Dynamics 365 CRM contacts to IRIS KashFlow as customers
Effortlessly keep your contact information up to date between Microsoft Dynamics 365 CRM and IRIS KashFlow with this seamless automation. Once set up, whenever a new contact is added in Microsoft Dynamics 365 CRM, it will create or update the customer's details in IRIS KashFlow, ensuring accuracy and consistency across both systems. Save time and enhance efficiency by streamlining your contact management process with this workflow.
- When this happens...Updated ContactTriggers when a contact is updated.
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More things you can do with Microsoft Dynamics 365 CRM and IRIS KashFlow
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and IRIS KashFlow
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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.
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