IRIS KashFlow + Payaca

IRIS KashFlow + Payaca integrations

Add newly sent Payaca invoices to IRIS KashFlow

Need some help with your accounting? This integration triggers from when invoices are sent in Payaca. It will first search for a matching client on IRIS KashFlow. If one is found, an invoice will be created for them; otherwise, a new client will be created followed by creating an invoice.

When this happens...
Sent InvoiceTriggers when an invoice is sent.
TriggerInstant
automatically do this!
Create InvoiceCreating invoice for KashFlow
ActionWrite

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More things you can do with Payaca and IRIS KashFlow

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

Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Updated Event
Triggers when an event is updated.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write
- Invoice number/Customer Reference
  Required
Trigger
Polling
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- 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

Created Event
Triggers when an event is created.
Trigger
Instant
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Sent Quote
Triggers when a quote is sent.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
Action
Write
- 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
- Invoice number/Customer Reference
  Required
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.

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Related categories

Accounting

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

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Related categories

Sales & CRM