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Create integrations between Paperform and IRIS KashFlow to automate any workflow

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IRIS KashFlowIRIS KashFlow
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Create/Update Customer
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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Paperform and IRIS KashFlow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • How should existing Customer in KashFlow be matched ?Required

    • Name

    • Code

    • Email

    Trigger
    Scheduled
    Try It
    • Invoice number/Customer ReferenceRequired

    • Bank Account IDRequired

    • DateRequired

    • Invoice Payment MethodRequired

    • AmountRequired

    • 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 DateRequired

    • Invoice Due Date

    • CurrencyRequired

    • 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 ReferenceRequired

    Action
    Search
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About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
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iris-kashflow logo
iris-kashflow logo

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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