IRIS KashFlow + Asana Integration

Integrate Asana to IRIS KashFlow in one click, or tell Integrately AI how you want each task handled. Create invoices, add customers, record payments, and update your financial records automatically.

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1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
Arrow Right
2.
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana

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Ready WorkflowsReady Workflows ย  for IRIS KashFlow + Asana Integration

Create invoices, add new customers, record payments, update financial records, and track billing details, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Asana + IRIS KashFlow flow

Streamline billing, notify teams, and sync customer data across your entire tech stack as soon as your workflows run. Pick a combination and activate it in one click.

IRIS KashFlow
Asana
+
TrelloTrello (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
A
I
T
Create an IRIS KashFlow invoice when an Asana task is created, and create a card in Trello
New Asana tasks generate an IRIS KashFlow invoice instantly and set up a tracking card in Trello, so billing and project work stay connected.
A
I
T
When an Asana task is completed, record a payment in IRIS KashFlow and move the Trello card
Completed tasks automatically record payments in IRIS KashFlow and update your Trello boards without manual status checks.
A
I
T
If an Asana task has a billing tag, create an IRIS KashFlow customer and add a Trello checklist
Tagged Asana tasks automatically set up IRIS KashFlow customers and populate Trello checklists for structured review.
A
I
T
Use Claude to summarise Asana task updates, create an IRIS KashFlow invoice, and post to Trello
Claude summarises Asana task details before generating an IRIS KashFlow invoice and attaching notes in Trello.

Supported triggers and actions for IRIS KashFlow and Asana

Mix and match to build the exact automation you need

IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
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Search invoice in IRIS KashFlow
Locates and retrieves invoices with
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Search customer in IRIS KashFlow
Locates and retrieves customer information
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Create customer in IRIS KashFlow
Adds a new customer to the database
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Add payment in IRIS KashFlow
Adds payment details to the system
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Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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What can you automate with Asana + IRIS KashFlow?

Connect task management and accounting workflows to eliminate manual data entry across your business.

What you can automate?
๐Ÿงพ
Generate invoices from new Asana tasks automatically
Create an IRIS KashFlow invoice the moment a new task is created in Asana. Billing cycles begin instantly without manual paperwork.
๐Ÿ“‹
Capture every submitted task field without gaps
Map all available Asana task details and descriptions into your IRIS KashFlow invoice line items and customer records accurately.
๐Ÿ””
Alert your finance team the second work starts
Notify your team on Slack or via email immediately when Asana task triggers initiate new financial records in IRIS KashFlow.
๐Ÿ”€
Route records based on custom task tags
Create VIP customer profiles or standard accounts in IRIS KashFlow depending on the specific tags applied to your Asana tasks.
๐Ÿ”„
Keep accounting records updated as tasks change
Update invoice amounts and customer details in IRIS KashFlow automatically whenever task specifications are modified in Asana.
๐Ÿ›ก๏ธ
Prevent duplicate customer profiles and invoices
Search existing records before creating new entries in IRIS KashFlow, ensuring clean data when tasks are updated in Asana.
๐Ÿ’ณ
Record payments when project tasks are completed
Log payments and update financial statuses in IRIS KashFlow the moment project tasks are marked completed in Asana.
๐Ÿ”—
Extend your workflow to external collaboration tools
Connect Asana and IRIS KashFlow with Slack, HubSpot, or Google Drive to keep sales, finance, and operations fully synchronised.
And much more...

Who is Asana + IRIS KashFlow integration for?

Project managers, finance teams, and business owners streamline task tracking and accounting operations without manual double entry.

Finance directors
Finance directors
Operations managers
Operations managers
Client account leads
Client account leads
Project coordinators
Project coordinators
Sales executives
Sales executives
Bookkeeping assistants
Bookkeeping assistants
๐Ÿ“ˆ
Finance directors
You review financial reports to make strategic decisions, but your billing sheets only update when someone manually exports records, so your revenue numbers are always a few hours behind โ€” this integration means every new Asana task triggers an IRIS KashFlow invoice instantly and your financial data stays current.
โšก
Operations managers
You need to act fast when project milestones conclude, and you find out about completed billing items too late because status updates sit in unread messages โ€” with this integration, every completed Asana task records a payment in IRIS KashFlow automatically and alerts your entire team.
๐Ÿค
Client account leads
You answer to outside stakeholders who want to see immediate progress on deliverables and billing status, but compiling reports manually leads to delays โ€” this integration means every task update syncs straight to IRIS KashFlow and keeps your client records accurate.
๐Ÿ”„
Project coordinators
The volume of client tasks is too high for anyone to keep accounting ledgers updated by hand, resulting in frequent reconciliation errors โ€” automating both apps means every task creation generates an IRIS KashFlow invoice without manual data entry.
๐Ÿ’ผ
Sales executives
You own the handoff from closed deal to project kickoff and depend on someone upstream to manually create billing profiles, causing costly bottlenecks โ€” connecting these apps means every tag added in Asana creates an IRIS KashFlow customer record instantly.
๐Ÿ“‹
Bookkeeping assistants
You need a reliable audit history for every transaction, but manual copying between task boards and ledgers leaves gaps in your records โ€” automating both apps means every payment and invoice matches your Asana activity with absolute precision.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate IRIS KashFlow + Asana

Build and manage your IRIS KashFlow + Asana automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect IRIS KashFlow + Asana with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Asana to IRIS KashFlow?
Frequently Asked Questions
You can connect Asana to IRIS KashFlow in 1 click using ready-made templates or ask Integrately AI to build your automation. It links your project boards and accounting tools instantly, while supporting Trello, Slack, Stripe, HubSpot, Google Drive, Gmail, and 1,500+ other apps.
Can I automatically create IRIS KashFlow invoices when tasks are created in Asana?
Frequently Asked Questions
Can I connect Asana, IRIS KashFlow, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and IRIS KashFlow?
Frequently Asked Questions
How does Asana trigger updates in IRIS KashFlow?
Frequently Asked Questions
Can IRIS KashFlow records update when Asana task fields change?
Frequently Asked Questions
Do I need coding skills to automate Asana and IRIS KashFlow?
Frequently Asked Questions
Is the Asana and IRIS KashFlow integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Asana or IRIS KashFlow With 1500+ Other Apps

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IRIS KashFlow
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Sync IRIS KashFlow with payment gateways, CRM platforms, and spreadsheet tools to manage financial workflows.