Connect Streak and IRIS KashFlow
Integrate Streak with IRIS KashFlow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Streak and IRIS KashFlow
Supported Triggers & Actions
Everything you can automate between Streak and IRIS KashFlow.
When this happensTriggers
A trigger is an event that starts a workflow.
New Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
New Task
Triggers when a Task is created.
Box Change Pipeline
Triggers when a Box is moved between Pipelines
Stage Created
Triggers when a new stage is created.
Do thisActions
Action is the task that follows automatically within your Streak integrations.
Create Contact
Creating a contact
Get a pipeline
This call will give you a single pipeline given the key.
Get my teams
List all the teams
Get User
List all details for the user specified
List all Boxes in Pipeline
List all boxes in pipeline
Get Box
Get a Box
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
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About 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Streak and IRIS KashFlow accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Streak and IRIS KashFlow as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach IRIS KashFlow. No coding required.
Yes. You can set up a workflow where Streak triggers actions in IRIS KashFlow, and a separate workflow where IRIS KashFlow triggers actions in Streak. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Streak and IRIS KashFlow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Streak and IRIS KashFlow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
