Payaca IRIS KashFlow

Payaca + IRIS KashFlow Integrations, Built by an AI Agent

Put Payaca + IRIS KashFlow to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Payaca and IRIS KashFlow below — describe the exact one you want above and the Agent builds it on demand.

Payaca + IRIS KashFlow When an event is updated in Payaca, update financial or scheduling records in IRIS KashFlow. See details
Turn closed deals into client invoices When a deal is marked won in Payaca, automatically create an invoice in IRIS KashFlow so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in IRIS KashFlow, automatically update the deal stage in Payaca to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in Payaca, automatically sync the customer record in IRIS KashFlow to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Payaca and IRIS KashFlow?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Payaca and IRIS KashFlow

Everything Payaca and IRIS KashFlow can do inside a workflow — the triggers that start one and the actions that run when it fires.

Payaca Explore Payaca →

Payaca is a job management and CRM software designed for trade service businesses to handle quotes, invoices, and field workflows.

Triggers
Accepted Quote

Triggers when a quote accepted.

Created Event

Triggers when an event is created.

Sent Invoice

Triggers when an invoice is sent.

Sent Quote

Triggers when a quote is sent.

Updated Event

Triggers when an event is updated.

Actions
Create Customer

Creates a customer.

Create Deal

Creates a deal.

IRIS KashFlow Explore IRIS KashFlow →

IRIS KashFlow is cloud accounting software designed to help small businesses manage invoicing, expenses, and financial bookkeeping.

Triggers
Get Customer List

Triggers when user tries to search customers whose code or name or code matches with given string.

Get Invoice List

Triggers when users searches based on invoice number or customer reference number.

Actions
Add Payment

Adds payment to existing invoice from your KashFlow Account

Create/Update Customer

Create/Update Customer for Kashflow

Create Invoice

Creating invoice for KashFlow

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Payaca + IRIS KashFlow

Is there a pre-built Payaca + IRIS KashFlow automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Payaca and IRIS KashFlow's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Payaca or IRIS KashFlow connector?

No. The Agent works whether or not Payaca or IRIS KashFlow already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking IRIS KashFlow and Payaca streamline the sales-to-finance handoff?

Closing a deal in Payaca can instantly create an invoice in IRIS KashFlow, eliminating manual keying and speeding up revenue collection.

Can payment notifications in IRIS KashFlow update deal stages in Payaca?

Yes, when a customer settles an invoice in IRIS KashFlow, the corresponding deal stage in Payaca can automatically update to reflect a completed transaction.

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