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IRIS KashFlow logoIRIS KashFlow logo
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IRIS KashFlow logoIRIS KashFlow logo
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IRIS KashFlow + Outgrow

IRIS KashFlow + Outgrow

Add new Outgrow leads to IRIS KashFlow as customers

Effortlessly manage your leads and customers with this simple workflow. When a new lead is generated in the Outgrow app, their information is seamlessly added or updated as a customer in the IRIS KashFlow app. Stay organized and ensure accurate customer data with this time-saving automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created. Works on all Outgrow plans.
    TriggerPolling
  2. automatically do this!
    Create/Update Customer
    Create/Update Customer
    Create/Update CustomerCreate/Update Customer for Kashflow
    ActionWrite
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More things you can do with Outgrow and IRIS KashFlow

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

    • Calculator / Quiz
      Required
    Trigger
    Polling
    Try It
    • 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
    • Calculator / Quiz
      Required
    • Segment
      Required
    Trigger
    Polling
    Try It
    • 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
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iris-kashflow logo
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.
HelpHelp
Related categories
Accounting
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About Outgrow
Outgrow allows you to easily build interactive content like quizzes, calculators, polls, surveys/forms, assessments, chatbots, contests.
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Forms & Surveys
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