Create/update IRIS KashFlow customers for new Zoho CRM contacts

First, we need to connect Zoho CRM and KashFlow to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Zoho CRM to Zapier.

  Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.

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  Connect KashFlow to Zapier.

  Give Zapier access to your KashFlow account, using KashFlow credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Zoho CRM

  Choose the following trigger: New or Updated Contact (Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.).

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  Then set up an Action for KashFlow

  Choose this action: Create/Update Customer (Create/Update Customer for Kashflow).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Zoho CRM and KashFlow.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create/update IRIS KashFlow customers for new Zoho CRM contacts!