IRIS KashFlow + dotdigital Integration

You're tracking customer feedback in dotdigital but your accounting software only updates when someone manually creates records, so your financial visibility is always a few hours behind — with this integration, every new survey response creates the matching customer instantly and your data stays current.

You need to act fast when high-intent survey responses come in, but manual handoffs mean you find out too late to capture the opportunity — automating both apps means every submission instantly generates a customer record in your financial system so your team can engage without delay.

You answer to stakeholders who want to see clean financial records tied to marketing engagement, but missing cross-platform data creates constant reporting friction — this integration means every interaction flows seamlessly into your books and compliance stays effortless.

The volume of survey responses is too high for anyone to keep up by hand, leaving valuable customer feedback disconnected from billing records — connecting these apps means every submission populates customer accounts automatically without manual data entry.

You own invoice creation and depend on upstream marketing teams to hand over customer details, causing frustrating delays in billing cycles — automating both apps means customer records and invoices are generated the moment engagement happens.

You need a reliable audit history of customer activities and keep finding gaps between marketing platforms and accounting tools — with this integration, every touchpoint is recorded accurately across systems with zero manual tracking.