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Automate tasks across IRIS KashFlow with Salesforce

We work with you to understand your business processes, and automate all work between IRIS KashFlow and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between IRIS KashFlow and Salesforce.

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

Every action you need

Your company can interact with IRIS KashFlow and Salesforce using our 36 actions.
Can’t find what you need? Let us know.

Get Company DetailsReadRun a get company details action in IRIS KashFlow.
Get Customer by IDReadRun a get customer by ID action in IRIS KashFlow.
List CustomersReadRun a list customers action in IRIS KashFlow.
List Customers Modified SinceReadRun a list customers modified since action in IRIS KashFlow.
Get Invoice by IDReadRun a get invoice by ID action in IRIS KashFlow.
List Invoices for CustomerReadRun a list invoices for customer action in IRIS KashFlow.
List Recent InvoicesReadRun a list recent invoices action in IRIS KashFlow.
List Unpaid InvoicesReadRun a list unpaid invoices action in IRIS KashFlow.
List ProductsReadRun a list products action in IRIS KashFlow.
Get Quote by IDReadRun a get quote by ID action in IRIS KashFlow.
List Quotes for CustomerReadRun a list quotes for customer action in IRIS KashFlow.
List Recent QuotesReadRun a list recent quotes action in IRIS KashFlow.
Get Supplier by IDReadRun a get supplier by ID action in IRIS KashFlow.
List SuppliersReadRun a list suppliers action in IRIS KashFlow.

Frequently Asked Questions

Common questions about working with MindCloud on your IRIS KashFlow and Salesforce integration.

No. MindCloud is a full-service integration provider — our team designs, builds, launches, monitors, and maintains your IRIS KashFlow integration end to end. You tell us what you need and we deliver a working, production-ready connection.