Twilio + Google Sheets + IRIS KashFlow Integrations
How to connect Twilio + Google Sheets + IRIS KashFlow
Zapier lets you send info between Twilio, Google Sheets, and IRIS KashFlow automatically—no code required.
Do even more with Twilio + Google Sheets + 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 Twilio, Google Sheets, and IRIS KashFlow. And don’t forget that you can add more apps and actions to create complex workflows.
New Phone Number
Triggered when you add a new phone number.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Recording
Triggered when a new recording is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Transcription
Triggered when a new transcription is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
Alphanumeric Sender ID
Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333.MessageRequired
Media Url
Must be a URL that Twilio can download (so private URLs or files may not work!)
Send Large Messages?
If
yes, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. Ifno, we'll only send a single message, truncated at 160 characters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.No Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundHow 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
New Call
Triggered when a call is finished on your Twilio number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.To NumberRequired
Choose the phone number in your Twilio account you want to watch for new SMS.
Apply US Prefix
Automatically add 1 to 10 digits US based numbers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333.MessageRequired
Voice
Language
Send Digits
A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInvoice 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
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How Twilio + Google Sheets + IRIS KashFlow Integrations Work
- Step 1: Authenticate Twilio, Google Sheets, 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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