Zapier

Connect KashFlow to hundreds of other apps with Zapier

Zapier lets you connect KashFlow with over 2,000 other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in KashFlow, where your data gets sent automatically.

Getting Started with Zapier

Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, here are some popular pre-made Zaps.

How do I connect KashFlow to Zapier?

  1. Log in to your Zapier account or create a new account.
  2. Navigate to “My Apps” from the top menu bar.
  3. Now click on “Connect a new account…” and search for “KashFlow”
  4. You will get KashFlow (Beta) or  KashFlow (X.X.X)
  5. If you want to connect to your live KashFlow account, use Beta
  6. If you want to connect to your UAT KashFlow account first and then move to live KashFlow Account, use (X.X.X)
  7. Use your credentials to connect your KashFlow account to Zapier.
  8. Once that’s done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you’ll be walked step-by-step through the setup.
  9. Need inspiration? See everything that’s possible with KashFlow and Zapier.
Whilst the integration is in Beta, you will continue to benefit from the full suite of functionality offered by Zapier.
If you have any additional questions, you can reach out to [email protected] or [email protected].

Step-by Step Integration Guides

Please follow the links below for step by step guides on creating your first Zaps:

Connect with eBay to create KashFlow invoices for new eBay orders

Connect with Shopify to create KashFlow invoices for new Shopify orders

Connect with Zoho CRM to create/update KashFlow customer for new/updated Zoho CRM customer

 

See how KashFlow works with your business and your books