IRIS KashFlow + Outgrow
IRIS KashFlow + Outgrow
IRIS KashFlow + Outgrow integrations
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.
- When this happens...New LeadTriggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create/Update CustomerCreate/Update Customer for Kashflow
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Outgrow and IRIS KashFlow
Discover other triggers and actions you can use with Outgrow and IRIS KashFlow
- Calculator / QuizRequired
Try ItTriggerPolling- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Try ItTriggerPolling- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
ActionWrite- 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
ActionWrite
- Calculator / QuizRequired
- SegmentRequired
Try ItTriggerPolling- Invoice number/Customer ReferenceRequired
Try ItTriggerPolling- 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
ActionWrite- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
ActionSearch
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.
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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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