IRIS KashFlow + Magento

IRIS KashFlow + Magento integrations

Create/Update IRIS KashFlow customers for new/updated Magento customer

Instead of manually copying and pasting data to create a new customer in IRIS KashFlow every time a new customer is created in Magento, use Zapier to create a new customer for you. Once you integrate these two applications, from that point forward, new customers on Magento will automatically be created in IRIS KashFlow. You can also use this to update the existing customers in IRIS KashFlow whenever a customer is created/updated in Magento.

When this happens...
New CustomerTriggers when Magento gets a new customer.
TriggerPolling
automatically do this!
Create/Update CustomerCreate/Update Customer for Kashflow
ActionWrite

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More things you can do with Magento and IRIS KashFlow

Discover other triggers and actions you can use with Magento and IRIS KashFlow

New Customer
Triggers when Magento gets a new customer.
Trigger
Polling
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New Order
Triggers when Magento gets a new order.
Trigger
Polling
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- Email
  Required
- First Name
- Last Name
- Password
- Website ID
  Required
- Store ID
- Group ID
- Prefix
- Suffix
- Date Of Birth
- Tax or VAT number
- Gender
- Middle Name
Action
Write
- Order Status
  Required
- Order comment
- Email
- Optionally, include comments in email
- Order Item ID
  Required
- Quantity
Action
Write
- Invoice number/Customer Reference
  Required
Trigger
Polling
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- How should existing Customer in KashFlow be matched ?
  Required
- Code
- Name
  Required
- 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

New Order
Triggers when Magento gets a new order (with line item support).
Trigger
Polling
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New Sales Order Credit Memo
Triggers when Magento gets a new sales order credit memo.
Trigger
Polling
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- Order Increment ID
  Required
- Order Status
- Order comment
- Notification Flag
Action
Write
- How should existing Customer in KashFlow be matched ?
  Required
- Name
- Code
- Email
Trigger
Polling
Try It
- Invoice number/Customer Reference
  Required
- Bank Account ID
  Required
- Date
  Required
- Invoice Payment Method
  Required
- Amount
  Required
- 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 Date
  Required
- Invoice Due Date
- Currency
  Required
- 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 Reference
  Required
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.

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About Magento

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Create invoices in IRIS KashFlow for new Magento orders

Related Zap Templates

Create invoices in IRIS KashFlow for new Magento orders