Zoho CRM
KashFlow
zapier

An automated workflow using zapier

Connects Zoho CRM + KashFlow

Create/update IRIS KashFlow customers for new Zoho CRM contacts

About this workflow template

This automation scenario allows you to connect Zoho CRM and KashFlow

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Zoho CRM and KashFlow can also be integrated using automation tools other than zapier:

Diagram

Create/update IRIS KashFlow customers for new Zoho CRM contacts
Workflow diagram: Zoho CRM + KashFlow integration

How it works?

When this trigger fires in Zoho CRM

Zoho CRM

New or Updated Contact in Zoho CRM

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.

Then this action happens in KashFlow

KashFlow

Create/Update Customer in KashFlow

Create/Update Customer for Kashflow

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create/update IRIS KashFlow customers for new Zoho CRM contacts.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoho CRM to Zapier.

    Connect Zoho CRM to Zapier.

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

  • Connect KashFlow to Zapier.

    Connect KashFlow to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Zoho CRM

    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.).

  • Then set up an Action for KashFlow

    Then set up an Action for KashFlow

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

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

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

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Zoho CRM

    New lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New module entry

    Triggers instantaneously when any entry is created in the specified module.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Watch objects

    Triggers when a new object is created or updated.

    integromat
    triggerbyintegromat
  • Zoho CRM

    New/updated module entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    zapier
    triggerbyzapier
  • Zoho CRM

    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.

    zapier
    triggerbyzapier
  • KashFlow

    Create/update customer

    Create/Update Customer for Kashflow

    zapier
    actionbyzapier
  • KashFlow

    Create invoice

    Creating invoice for KashFlow

    zapier
    actionbyzapier
  • KashFlow

    Create an invoice

    Creates a new invoice.

    integromat
    actionbyintegromat
  • KashFlow

    Create a customer

    Creates a new customer.

    integromat
    actionbyintegromat
  • KashFlow

    Add payment

    Adds payment to existing invoice from your KashFlow Account

    zapier
    actionbyzapier
  • KashFlow

    Search customer

    Search a latest customer from KashFlow account whose email/code/name matches given string.

    zapier
    actionbyzapier

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.