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.

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See all Payaca + IRIS KashFlow integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Payaca Explore Payaca →

Triggers

New contact or lead

Fires when a new contact or lead is added to Payaca.

Contact updated

Fires when a field on a contact changes in Payaca.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Payaca.

Deal won

Fires when a deal is marked won in Payaca.

Actions

Create or update contact

Creates or updates a contact in Payaca.

Create deal

Creates a new deal in Payaca.

Update record stage

Moves a deal or record to a new stage in Payaca.

Log activity

Logs a call, email, or note against a record in Payaca.

IRIS KashFlow Explore IRIS KashFlow →

Triggers

New invoice created

Fires when a new invoice is created in IRIS KashFlow.

Payment received

Fires when a payment is recorded in IRIS KashFlow.

Invoice overdue

Fires when an invoice in IRIS KashFlow passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in IRIS KashFlow.

Actions

Create invoice

Creates a new invoice in IRIS KashFlow.

Record payment

Records a payment against an invoice in IRIS KashFlow.

Create expense

Creates a new expense entry in IRIS KashFlow.

Sync customer record

Syncs a customer's billing record in IRIS KashFlow.

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

See all Payaca + IRIS KashFlow integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync client records between systems” between Payaca and IRIS KashFlow?

Yes — describe it in the box above and Knit's Integrations Agent researches Payaca and IRIS KashFlow's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.