Connect AgentX and IRIS KashFlow to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation arrives
Get recent messages
Get recent agents
Fetch recent agent messages
Choose an Action
Automatically do this!
- Request a new Action for IRIS KashFlow
Enable Integrations or automations with these events of AgentX and IRIS KashFlow
Enable Integrations or automations with these events of AgentX and IRIS KashFlow
Triggers
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
Actions
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
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Frequently Asked Questions
To start, connect both your AgentX and IRIS KashFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in IRIS KashFlow (or vice versa).
Absolutely. You can customize how AgentX data is recorded in IRIS KashFlow. This includes choosing which data fields go into which fields of IRIS KashFlow, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and IRIS KashFlow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgentX and IRIS KashFlow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout IRIS KashFlow
IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
Learn More
