Connect docscloud and IRIS KashFlow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docscloud
Choose an Action
Automatically do this!
- Request a new Action for IRIS KashFlow
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Frequently Asked Questions
To start, connect both your docscloud and IRIS KashFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in docscloud triggers actions in IRIS KashFlow (or vice versa).
Absolutely. You can customize how docscloud 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 docscloud 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 docscloud 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 docscloud
DocsCloud is a web-based software platform that helps you create web forms, generate filled documents, get the documents signed & publish documents almost anything.
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.
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