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.
Start Free Trial
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 to Retently
Get Customer List
Triggers when a user tries to search for customers whose code or name matches the given string.Get Invoice List
Triggers when users search based on invoice number or customer reference number.
Retently to IRIS KashFlow
Add Payment
Adds payment to an existing invoice from your KashFlow account.Create Invoice
Creates an invoice for KashFlow.Search Invoice
Gets the latest invoice from the KashFlow account whose invoice number or customer reference number matches the given string.Create or Update Customer
Creates or updates a customer for KashFlow.Search Customer
Searches for the latest customer from the KashFlow account whose email, code, or name matches the given string.Related blog posts
16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)
There are two ways to grow your business. The first is to acquire new cu...
Alex Bitca 
Similar Accounting integrations
AccountEdge
zapier
Trigger NPS/CSAT surveys after invoice processing or order completion, sync customer profiles to ensure...
Aliaddo
zapier
Trigger NPS/CSAT surveys after order completions or invoice generations, sync customer contact and order...
Altoviz
zapier
Trigger NPS/CSAT surveys after significant customer interactions such as sales invoice creation or updates,...
Billed
zapier
Trigger NPS/CSAT surveys after invoice payments or project completions, sync customer account details to...
Billit
zapier
Trigger NPS/CSAT surveys after invoice generation or payment, sync customer profiles between Billit and...
Billit.io
zapier
Trigger NPS/CSAT surveys after invoice payments or updates, sync customer contact and transaction details...
Bind ERP
zapier
Trigger NPS/CSAT surveys after invoice generation or quote acceptance, sync customer profiles and contact...
Brex
zapier
Trigger NPS/CSAT surveys after significant financial transactions or account changes, sync customer financial profiles...
Cassa in...
zapier
Trigger NPS/CSAT surveys after invoice generation or customer account updates, sync customer profiles to...
CloudYa
zapier
Sync customer profiles between CloudYa and Retently to ensure up-to-date information, trigger NPS/CSAT surveys...
Cone
zapier
Trigger NPS/CSAT surveys after client interactions or proposal acceptance, sync customer profiles and interaction...
Contalink
zapier
Trigger NPS/CSAT surveys after sales orders are created, sync client information to keep customer...
Deskera
zapier
Integrate Deskera to trigger NPS/CSAT surveys after significant customer interactions like deal closures or...
edoobox
zapier
Trigger NPS/CSAT surveys after event registrations or payments to gather feedback on the booking...
Factomos
zapier
Trigger NPS/CSAT surveys after invoice payments or estimate approvals, sync customer contact details and...
Facture.net
zapier
Trigger NPS/CSAT surveys after sending invoices or completing client onboarding, sync customer profiles and...
Firm360
zapier
Trigger NPS/CSAT surveys after project completions or significant client interactions, sync client contact details...
Fiskl
zapier
Sync customer profiles and transaction data with Retently to ensure up-to-date customer information. Trigger...
HirePOS
zapier
Trigger automated NPS/CSAT surveys after sales or bookings, sync customer profiles and transaction history...
Intelligent Billing
zapier
Trigger NPS/CSAT surveys after billing events such as new subscriptions or payment updates, sync...
Jasmin
zapier
Integrate to automatically send NPS/CSAT surveys after new customer registrations or invoice creations, sync...
Jortt
zapier
Trigger NPS/CSAT surveys after invoice creation or updates to gather feedback on billing experiences,...
Jurny
zapier
Trigger NPS/CSAT surveys after reservation updates to gather feedback on the booking process, sync...
Lancerkit
zapier
Trigger NPS/CSAT surveys after significant transactions or document changes, sync customer contact details and...
OneBill
zapier
Trigger NPS/CSAT surveys after invoice generation or subscription changes, sync customer billing profiles with...
Payday
zapier
Sync customer profiles between Payday and Retently to ensure accurate data for sending targeted...
Re-Leased
zapier
Trigger NPS/CSAT surveys after property inspections or invoice processing, sync customer contact details and...
Reckon One
zapier
Trigger NPS/CSAT surveys after invoice payments or account updates, sync customer contact details and...
Run my...
zapier
Trigger NPS/CSAT surveys after invoice transactions or account updates, sync customer profiles to ensure...
Sage Intacct
zapier
Trigger NPS/CSAT surveys after significant financial transactions or billing events, sync customer financial profiles...
Senta
zapier
Trigger NPS/CSAT surveys after key client interactions such as project completion or document submission,...
Siigo
zapier
Trigger NPS/CSAT surveys after invoice generation or customer profile updates, sync customer data to...
Sinao
zapier
Sync customer profiles between Sinao and Retently to ensure accurate customer data for survey...
Striven
zapier
Trigger NPS/CSAT surveys after sales orders are processed, sync customer profiles and sales data...
The Bookie
zapier
Trigger NPS/CSAT surveys after invoice creation or updates, sync customer contact details between The...
Tridens Monetization
zapier
Trigger NPS/CSAT surveys after billing events or subscription changes, sync customer profiles to ensure...
tuGerente
zapier
Trigger NPS/CSAT surveys after sales transactions, sync customer profiles and transaction history with Retently,...
twiinworkspace
zapier
Trigger NPS/CSAT surveys after enquiry resolutions or lead conversions, sync customer contact details and...
Upflow
zapier
Trigger NPS/CSAT surveys after invoice payments, sync customer profiles between Upflow and Retently to...
VOM
zapier
Trigger NPS/CSAT surveys after invoice generation or product purchases, sync customer profiles to keep...
Woovi
zapier
Trigger NPS/CSAT surveys after payment transactions, sync customer profiles and payment history, and use...
ZarMoney
zapier
Trigger NPS/CSAT surveys after invoice payments or significant account updates, sync customer financial profiles...
Zeymo
zapier
Trigger NPS/CSAT surveys after invoice payments or sales order completions, sync customer profiles between...
Zoey by...
zapier
Trigger NPS/CSAT surveys after significant account changes or billing events, sync customer account information...
Start your free 7-day trial
Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
