Shopify + Code by Zapier + IRIS KashFlow Integrations
How to connect Shopify + Code by Zapier + IRIS KashFlow
Zapier lets you send info between Shopify, Code by Zapier, and IRIS KashFlow automatically—no code required.
Do even more with Shopify + Code by Zapier + IRIS KashFlow
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Shopify, Code by Zapier, and IRIS KashFlow. And don’t forget that you can add more apps and actions to create complex workflows.
Abandoned Cart Age (Hours)Required
How many hours old must abandoned carts be to trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap? (Use the different trigger if you want cancelled orders!)
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Order (Any Status)
Triggers when a new purchase is made (of any order status).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Supports HTML.
Featured Image URL
Excerpt/Summary
Supports HTML.
Tags
Is Published?
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
You can use positive or negative numbers, like
4or-3. The number you enter will be added to or subtracted from the current quantity.Set Quantity To
You can use positive or negative numbers, like
4or-3. The quantity will be set to the number you enter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
The customer to update.
First Name
Last Name
Email Address
Tags
Setting any tags here will replace all existing tags for this customer.
Phone Number
Note
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
input_data['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice number/Customer ReferenceRequired
KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planHow should existing Customer in KashFlow be matched ?Required
Select a field, which you would like to use to identify whether customer already exists in KashFlow.
Code
This needs to be an alphanumeric ID that will help to identify customer quickly. You can choose one or the system will generate when it can not be provided. (Maximum character 12)
NameRequired
Name of the Customer or Company. (Maximum characters 100)
Would you like to update a customer when found
System will check if customer exists in KashFlow based on your matching criteria i.e. Email/Code/Name. Set this to 'Yes' if you would like to update customer details with current details when found else 'No'
Source
The source records how you acquired this customer, such as referrals, advertising campaigns, partner companies etc
Trade Border Type
Trade Border Type will affect VAT Calculation. You may need to update it from KashFlow if you are trading in different borders or write a Javascript to set based on billing or shipping country
VAT Number
Mandatory field when customer is submitting VAT through online filing and for submitting EC Sales online. Format for the code: First 2 characters represent the country code and the next 11 is the vat number. Maximum 13 characters.
Notes
Maximum characters 4,000 per note.
Show discount amount on invoice
To show applied discount percentage in the description set this as true. This will show the discount applied on each line item.
Discount Percentage
Discount percentage to be applied on all invoices for this customer. Rates for the used sales code must be prefilled in sales codes settings in order to see the discounted rate.
Automatically add a line showing this VAT number to new Invoices
This will automatically add a line showing given VAT number to new Invoices.
Default Currency
Specify the Currency of the customer. When nothing is chosen the system will set to default currency of your KashFlow account.
Default Purchase Order
Enter the default reference text to apply on every invoice created for this customer. Maximum 75 characters.
Title
Contact's title. Maximum 75 characters.
First Name
Contact's first name. Maximum 100 characters.
Last Name
Contact's last name. Maximum 100 characters.
Full Name
Contact's full name. Maximum 100 characters.
Telephone
Contact's Telephone number. Maximum 75 characters.
Mobile
Contact's Cell Number. Maximum 75 characters.
Fax
Contact's Fax number. Maximum 75 characters.
Email
Contact's email address.
Website
Contact's website. Maximum 75 characters.
Is Primary Contact
Confirm this is the primary contact of this customer. There should be only one primary contact.
Receive invoices
Enable all email communication for this customer
Address Line 1
Billing address line 1. Maximum 75 characters.
Address Line 2
Billing address line 2. Maximum 50 characters.
Address Line 3
Billing address line 3. Maximum 50 characters.
Address Line 4
Billing address line 4. Maximum 50 characters.
Post Code
Billing address post code. Maximum 10 characters.
Country
Billing address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)
Use a separate address for delivery
Whether delivery address different than billing address
Name for Delivery Address
Name to be used for delivery address. System will use customer name when nothing is provided. Maximum character limit is 100.
Address Line 1
Delivery address line 1. Maximum 75 characters.
AddressLine2
Delivery address line 2. Maximum 50 characters.
Address Line 3
Delivery address line 3. Maximum 50 characters.
Address Line 4
Delivery address line 4. Maximum 50 characters.
Post Code
Delivery address post code. Maximum 10 characters.
Country
Delivery address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)
Payment Type
Whether due date is to be calculated based on invoice issue date or month end
Days
The length of time after which payment needs to be paid by. For example; payment terms of 14 days and the invoice issue date is 01/01/20XX, then the invoice due date with be 15/01/20XX"
Default PDF Theme ID
Default theme to be applied on Customer Statements or Purchase/Purchase Order PDFs. If not provided, value will be taken from default PDF themes settings.
Apply CIS Withholding Tax
Withholding Tax is applicable if you work under Construction Industry Scheme or 'CIS'. Set to true if you need to apply withholding tax on your Purchases.
CIS Withholding Tax Rate
CIS withholding Tax Rate that you would like to apply on your purchases.
CIS Withholding Tax Reference Name
CIS Reference Field Name. Maximum 25 characters.
CIS Withholding Tax Reference Value
CIS Reference Field Value. Maximum 75 characters.
Default Email Template
Default Email Template to be used for Invoices.
Default Sales Code
Default Sales Code for this customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.How should existing Customer in KashFlow be matched ?Required
Select a field, which you would like to use to identify whether customer already exists in KashFlow.
Name
Name of the Customer or Company. (Maximum characters 100). It is mandatory when you want to match customers using "Name"
Code
An alphanumeric unique ID using which you would like to identify customer quickly. It is mandatory when you want to match customers using "Code"
Email
Contact's email address.It is mandatory when you want to match customers using 'Email'
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new purchase is made (only open orders) (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap?
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
An email for your customer.
Product
Only used if you select a product variant below.
Product Variant
Requires a Product chosen above. If you choose a variant, you can still fill in the Product Title and the Product Price to override the regular values.
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
To use this, please also enter a value in the "Discount - Amount" field.
Discount - Amount
The "Discount - Type" field determines how this value is used. For a fixed amount, enter
5.00to discount $5.00. For a percentage, enter.25to discount 25%.Discount - Code
Defaults to "Custom discount". For the discount to be applied, you must also enter values for Discount Type and Amount.
Additional Details
Extra metadata about the order, defined as key/value pairs. For example,
Favorite color: Blue.Tags
Location
Send Receipt
Should an order confirmation be sent to the customer?
Send Fulfillment Receipt
Should a fulfillment confirmation be sent to the customer?
Inventory Behaviour
How do you want your inventory to update with this order? Default is "Bypass".
Financial Status
Fulfillment Status
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Source Name
Where the order originated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Can use html elements.
Tags
Comma Separated list of tags. Will replace existing.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Images
URL of one or more images to use for this product.
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product to choose the variant for.
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Uses Node 10.x.x. Please read the Code documentation for more information.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
inputData.keyNameorinputData['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced action! Uses Node 10.x.x. Please read the Code documentation for more information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.How should existing Customer in KashFlow be matched ?Required
Select a field, which you would like to use to identify whether customer already exists in KashFlow.
Name
Name of the Customer or Company. (Maximum characters 100). It is mandatory when you want to match customers using "Name"
Code
An alphanumeric unique ID using which you would like to identify customer quickly. It is mandatory when you want to match customers using "Code"
Email
Contact's email address.It is mandatory when you want to match customers using 'Email'
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice number/Customer ReferenceRequired
KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.
Bank Account IDRequired
Unique Id of the Bank Account against which a payment for this invoice has to be recorded
DateRequired
Date on which this payment is recorded
Invoice Payment MethodRequired
Unique ID for invoice payment methods configured in kashflow
AmountRequired
Payment amount
Notes
Any information you want to record for this payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.How should existing Customer in KashFlow be matched ?Required
Search existing customer with the above options
Customer Name
Name of the Customer /Company. Maximum character limit is 100
Customer Code
An alphanumeric unique ID using which you would like to identify customer quickly. It must be unique. System will generate when not provided. Maximum character limit is 12
Customer Email
Contact's Email Address
First Name
Contact's first name. Maximum 100 characters.
Last Name
Contact's last name. Maximum 100 characters.
Full Name
Contact's full name. Maximum 100 characters.
Telephone
Contact's Telephone number. Maximum 75 characters.
Mobile
Contact's Cell Number. Maximum 75 characters.
Trade Border Type
Trade Border Type will affect VAT Calculation. You may need to update it from KashFlow if you are trading in different borders or write a Javascript to set based on billing or shipping country
Would you like to create a customer when not found
System will check if customer exists in KashFlow based on your matching criteria i.e. Email/Code/Name. Set this to 'True' if you would like to create new customer when not found else 'False'. Customer details mapped above like Name, Telephone etc. will be used for creating new customer
Invoice Number
Unique Invoice Number. System will generate when not provided
Invoice Issued DateRequired
The date on which this Invoice was generated
Invoice Due Date
The date on which this Invoice is due
CurrencyRequired
The currency in which this invoice has to be created
Customer Reference/Purchase Order
If you want to record invoice number from trigger app, you can record it here. This can help you track down the invoice quicker if the customer later queries the invoice with you
Address Line 1
Billing Address Line 1
Address Line 2
Billing Address Line 2
Address Line 3
Billing Address Line 3
Address Line 4
Billing Address Line 4
Post Code
Billing Address Post Code
Country
Billing Address Country
Update Customer Address
Set this to 'True' if you want to update customer's address with billing address from this invoice else 'False'
Use Different Delivery Address
Set it to true if you want a separate delivery address for this invoice
Address Name
Delivery Address Name
Address Line 1
Delivery Address Line 1
Address Line 2
Delivery Address Line 2
Address Line 3
Delivery Address Line 3
Address Line 4
Delivery Address Line 4
Post Code
Delivery Address Post Code
Country
Delivery Address Country
Update Customer Delivery Address
Set this to 'True' if you want to update customer's address with delivery address from this invoice else 'False'
Project
The name of project that you want to assign to this invoice
Project
The Name of the project that you want to assign to this Line Item. Project Settings must be configured to allow assigning projects to line Items for invoices
Sales Code
Select Sales Code that you want this line item to be assigned to. Default sales code for selected customer will get assigned when left blank
Product
Name of the product. The name of Product in Trigger application must match with name of the product under selected Sales Code in KashFlow. Leave it blank if that is not the case
Do you want to create new product when not found?
Set this to ‘True’ if you want system to create new product in KashFlow when not found else 'False'
Description
Description of the product that you want to sell in this line item
Quantity
The number of products that you want to sell in this line item
Rate
Per unit price excluding VAT of product that you want to sell in this line item
Inclusive of Tax?
KashFlow expects to have price of single item without VAT Amount. Select this, if line item price from trigger application is inclusive of VAT Amount. When selected, system will find it out by deducting VAT Amount
VAT Rate
Percentage of VAT to be applied on this Line Item
VAT Amount
VAT Amount to be applied on this Line Item. Do not provide if you want system to calculate based on VAT Rate
Is VAT Exempted
If VAT is not applicable for this Line Item, set it to True. When True, system will ignore given VAT Rate if any and set it to zero
Sales Code
Select Sales Code that you want this additional charge to be assigned to. Default sales code for selected customer will get assigned when left blank
Charge
Invoice level additional charge like shipping charge, postal charge if any
Inclusive of Tax?
KashFlow expects to have price of single item without VAT Amount. Select this, if additional charge from trigger application is inclusive of VAT Amount. When selected, system will find it out by deducting VAT Amount
Description
Description for additional charge
VAT Rate
Percentage of VAT to be applied for this additional charge
VAT Amount
VAT Amount to be applied on this additional charge. Do not provide if you want system to calculate based on VAT Rate
Sales Code
Select Sales Code that you want this discount to be assigned to. Default sales code for selected customer will get assigned when left blank
Discount
Invoice level discount if any to be given for current customer
Description
Description for discount
Comment
Invoice/Shipping Comment if any
Bank Account ID
Unique Id of the Bank Account against which a payment for this invoice has to be recorded
Date
Date on which this payment is recorded
Invoice Payment Method
Unique ID for invoice payment methods configured in kashflow
Amount
Payment amount
Notes
Any information you want to record for this payment
Notes
Notes of up to 4,000 characters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice number/Customer ReferenceRequired
KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Shopify + Code by Zapier + IRIS KashFlow Integrations Work
- Step 1: Authenticate Shopify, Code by Zapier, and IRIS KashFlow.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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