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IRIS KashFlow + Squarespace Forms

IRIS KashFlow + Squarespace Forms

IRIS KashFlow + Squarespace Forms integrations

Add new Squarespace Forms form submissions as customers in IRIS KashFlow

Easily manage your customer data with this seamless Squarespace Forms to IRIS KashFlow automation. With each new form submission on Squarespace Forms, the workflow will create or update a customer in your IRIS KashFlow account, saving you valuable time and keeping your records up-to-date. Streamline your customer onboarding process and stay organized effortlessly.

  1. When this happens...
    New Form Submission
    New Form Submission
    New Form SubmissionTriggers when form submission is submitted.
    TriggerInstant
  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 Squarespace Forms and IRIS KashFlow

Discover other triggers and actions you can use with Squarespace Forms and IRIS KashFlow

    • Form
      Required
    Trigger
    Instant
    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
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • 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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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
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About Squarespace Forms
Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.
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Forms & Surveys
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