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Connect IRIS KashFlow to Payaca and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate IRIS KashFlow with Payaca - no code necessary. See how you can get setup in minutes.

Select a trigger from IRIS KashFlow

A trigger is an event that starts your Zap and runs the workflow. For example, with IRIS KashFlow, a trigger could be "Get Customer List."
A trigger is the event that kicks off your automated workflow.

Setup an action from Payaca

An action is what takes place after the automation is triggered. For example, with Payaca, the action could be "Create Customer."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected IRIS KashFlow to Payaca

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Triggers and actions are the main components of every automated workflow.

Connect IRIS KashFlow and Payaca to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect IRIS KashFlow and Payaca to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Invoice number/Customer Reference
      Required
    Trigger
    Scheduled
    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
  • Payaca triggers, actions, and search
    Accepted Quote

    Triggers when a quote accepted.

    Trigger
    Instant
    Try It
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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.
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Related categories
  • Accounting
payaca logo
payaca logo
About Payaca
Send professional quotes and invoices, manage customers and pricing, and take payment.
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Related categories

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