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Automate tasks across IRIS KashFlow with Forecast

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make IRIS KashFlow and Forecast talk.
Here are some common ways to automate work between them.

Send a Forecast notification when IRIS KashFlow receives a high-priority item.Try now
Create a Forecast follow-up from new qualified activity in IRIS KashFlow.Try now
Copy new customer details from IRIS KashFlow into Forecast.Try now
Update the matching Forecast item when a IRIS KashFlow status changes.Try now
Start a review in Forecast when IRIS KashFlow flags an exception.Try now
Summarize new IRIS KashFlow activity and save it in Forecast.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your IRIS KashFlow and Forecast work.

Connect your IRIS KashFlow and Forecast. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 16 actions between IRIS KashFlow and Forecast.
Can’t find an action you need? Let us know.

Get Company DetailsRun a get company details action in IRIS KashFlow.Get Customer by IDRun a get customer by ID action in IRIS KashFlow.List CustomersRun a list customers action in IRIS KashFlow.List Customers Modified SinceRun a list customers modified since action in IRIS KashFlow.Get Invoice by IDRun a get invoice by ID action in IRIS KashFlow.List Invoices for CustomerRun a list invoices for customer action in IRIS KashFlow.List Recent InvoicesRun a list recent invoices action in IRIS KashFlow.List Unpaid InvoicesRun a list unpaid invoices action in IRIS KashFlow.List ProductsRun a list products action in IRIS KashFlow.Get Quote by IDRun a get quote by ID action in IRIS KashFlow.List Quotes for CustomerRun a list quotes for customer action in IRIS KashFlow.List Recent QuotesRun a list recent quotes action in IRIS KashFlow.Get Supplier by IDRun a get supplier by ID action in IRIS KashFlow.List SuppliersRun a list suppliers action in IRIS KashFlow.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with IRIS KashFlow and Forecast.

MindCloud connects IRIS KashFlow and Forecast so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.