Integrate IRIS KashFlow with Retently

Trigger NPS/CSAT surveys after invoice payments or significant account changes, sync customer financial profiles to keep contact information updated, and use survey feedback to improve financial service offerings.

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RetentlyIRIS KashFlow logo

About IRIS KashFlow

IRIS KashFlow is accounting and bookkeeping software that allows users to manage their business finances efficiently and stay compliant. It provides functionalities for payments, invoices, and customer management.

IRIS KashFlow logoRetently

IRIS KashFlow to Retently

1

Get Customer List

Triggers when a user tries to search for customers whose code or name matches the given string.
2

Get Invoice List

Triggers when users search based on invoice number or customer reference number.
RetentlyIRIS KashFlow logo

Retently to IRIS KashFlow

1

Add Payment

Adds payment to an existing invoice from your KashFlow account.
2

Create Invoice

Creates an invoice for KashFlow.
3

Search Invoice

Gets the latest invoice from the KashFlow account whose invoice number or customer reference number matches the given string.
4

Create or Update Customer

Creates or updates a customer for KashFlow.
5

Search Customer

Searches for the latest customer from the KashFlow account whose email, code, or name matches the given string.

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