IRIS KashFlow + Zoho Campaigns

Add new Zoho Campaigns contacts to IRIS KashFlow as customers

Effortlessly manage your contacts and customers with this seamless workflow between Zoho Campaigns and IRIS KashFlow. When a new contact is added in Zoho Campaigns, their information will be used to create or update a customer in IRIS KashFlow, keeping your customer database up-to-date without any manual intervention. Stay organized and efficient, as this automation saves you time and prevents contact details from falling through the cracks.

When this happens...
New Contact
Triggers when a new contact is added to a mailing list.
TriggerInstant
automatically do this!
Create/Update Customer
Create/Update Customer for Kashflow
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Select Mailing ListRequired
Trigger
Instant
Try It
- Select Mailing ListRequired
Trigger
Instant
Try It
- Select a Campaign to CloneRequired
- New Campaign NameRequired
Action
Write
- Tag NameRequired
- Contact EmailRequired
Action
Write
- CampaignRequired
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email AddressRequired
Action
Search

- Contact Email AddressRequired
- Select Mailing ListRequired
- Associate contacts with topics
- Lawful basis
Action
Search or write
- Invoice number/Customer ReferenceRequired
Trigger
Polling
Try It
- How should existing Customer in KashFlow be matched ?Required
- Code
- NameRequired
- 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

- Action
- Select Mailing ListRequired
Trigger
Instant
Try It
- Tag NameRequired
- Contact EmailRequired
Action
Write
- Topic
- Campaign NameRequired
- SubjectRequired
- Sender AddressRequired
- Select Mailing List
- Sender Name
Action
Write
- Select Mailing ListRequired
- Contact Email AddressRequired
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing ListRequired
- Contact Email AddressRequired
- Move to Do-Not-Mail
Action
Write
- Campaign NameRequired
Action
Search
- Campaign NameRequired
- Topic
- SubjectRequired
- Sender AddressRequired
- Select Mailing List
- Sender Name
Action
Search or write
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Trigger
Polling
Try It
- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- 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 DateRequired
- Invoice Due Date
- CurrencyRequired
- 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 ReferenceRequired
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.

Learn more