IRIS KashFlow + Jobber Integration

Integrate IRIS KashFlow to Jobber in one click, or tell Integrately AI how you want each job handled. Create invoices, add payments, create customers, and keep your accounting records updated automatically.

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1.
  • Jobber
    Job is updated in Jobber
  • Jobber
    Time sheet entry is created in Jobber
  • Jobber
    Request is created in Jobber
  • Jobber
    Job is completed in Jobber
  • Jobber
    Client is updated in Jobber
  • Jobber
    Quote is updated in Jobber
  • Jobber
    Job is created in Jobber
  • Jobber
    Invoice is updated in Jobber
  • Jobber
    Client is created in Jobber
  • Jobber
    Job is closed in Jobber
  • Jobber
    Invoice is created in Jobber
  • Jobber
    Quote approval is created in Jobber
  • Jobber
    Quote is created in Jobber
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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
  • Jobber
    Get client notes in Jobber
  • Jobber
    Get request notes in Jobber
  • Jobber
    Get invoice notes in Jobber
  • Jobber
    Get quote notes in Jobber
  • Jobber
    Get job notes in Jobber
  • Jobber
    Create quote in Jobber
  • Jobber
    Get invoice noteattechments by ID in Jobber
  • Jobber
    Update client in Jobber
  • Jobber
    Create visit in Jobber
  • Jobber
    Close Job in Jobber
  • Jobber
    Create client in Jobber
  • Jobber
    Search property in Jobber
  • Jobber
    Add attachment to request in Jobber
  • Jobber
    Create job in Jobber
  • Jobber
    Create request in Jobber
  • Jobber
    Search client in Jobber

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Ready Workflows Ready Workflows for IRIS KashFlow + Jobber Integration

Create invoices from new jobs, add payments, search customers, and keep your accounting records updated, all in just one click.

Most popular automationmost-popular-automations
Jobber + IRIS KashFlow Integration

Create IRIS KashFlow invoice for new Jobber event

If you're a professional who works on one-to-one basis and uses Jobber to manage your events, you may want to create an invoice in IRIS KashFlow when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in IRIS KashFlow.

This can save you time when creating invoice and tracking payments for your events.
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Connect more apps to your IRIS KashFlow + Jobber flow

Send payment receipts, notify your team on messaging apps, and log financial records after every job closes. Pick a combination and activate it in one click.

IRIS KashFlow
Jobber
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
TrelloTrello (4)
S
I
J
When a Stripe payment succeeds, create an invoice in IRIS KashFlow and schedule a visit in Jobber
Stripe payments instantly trigger an invoice in IRIS KashFlow and a scheduled visit in Jobber without manual data entry.
S
I
J
Create a customer in IRIS KashFlow when a Stripe customer is created, and update the client in Jobber
New Stripe customers automatically populate IRIS KashFlow and update corresponding client records in Jobber.
S
I
J
Add a payment in IRIS KashFlow when a Stripe charge is captured, and close the job in Jobber
Captured Stripe charges log payments in IRIS KashFlow and close out the completed job in Jobber.
S
I
J
Use ChatGPT to analyze Stripe dispute details, create an IRIS KashFlow invoice note, and update Jobber client records
ChatGPT reviews Stripe disputes, logs notes in IRIS KashFlow, and flags client records in Jobber for review.

Supported triggers and actions for IRIS KashFlow and Jobber

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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Jobber
Jobber Triggers & Actions
Job is updated in Jobber
Triggers when a job is updated
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Time sheet entry is created in Jobber
Triggers the automation when a time entry is created
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Request is created in Jobber
Triggers the automation when a new request is created
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Job is completed in Jobber
Triggers the automation when a job is marked as completed
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Client is updated in Jobber
Triggers when a client is updated
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Quote is updated in Jobber
Triggers the automation when a new quote is update
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Job is created in Jobber
Triggers the automation when a new job is created
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Invoice is updated in Jobber
Triggers when an invoice is updated
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Client is created in Jobber
Triggers the automation when a new client is created
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Job is closed in Jobber
Triggers the automation when a job is closed
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Invoice is created in Jobber
Triggers the automation when any invoice is added or modified
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Quote approval is created in Jobber
Triggers the automation when any quote is approved
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Quote is created in Jobber
Triggers the automation when a new quote is created
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Get client notes in Jobber
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Get request notes in Jobber
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Get invoice notes in Jobber
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Get quote notes in Jobber
Try it →
Get job notes in Jobber
Try it →
Create quote in Jobber
Generates a new quote
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Get invoice noteattechments by ID in Jobber
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Update client in Jobber
Update client profile
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Create visit in Jobber
Create visit using the Job ID
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Close Job in Jobber
Close a job using the Job ID
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Create client in Jobber
Generates a new client profile
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Search property in Jobber
Searches for a property
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Add attachment to request in Jobber
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Create job in Jobber
Creates a new job
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Create request in Jobber
Generates a new request
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Search client in Jobber
Searches for a client
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What can you automate with IRIS KashFlow + Jobber?

Streamline your field service billing, client synchronization, and accounting operations with ready-to-run automations.

What you can automate?
🧾
Create invoices from completed jobs automatically
Generate an IRIS KashFlow invoice the moment a job is created or completed in Jobber. Eliminate double-handling and bill customers faster.
📋
Capture every submitted client field
Map all client names, contact numbers, and service addresses from Jobber directly into IRIS KashFlow customer profiles without manual re-typing.
🔔
Alert your team instantly on payment updates
Notify finance staff in Gmail or Slack as soon as payments are added in IRIS KashFlow or invoices are issued in Jobber.
🔀
Route invoices based on job category
Create different invoice templates in IRIS KashFlow depending on whether the incoming Jobber request is residential or commercial.
🔄
Keep client records updated across systems
Update IRIS KashFlow customer profiles automatically whenever client contact details or billing addresses change in Jobber.
🔍
Search before creating to prevent duplicates
Search existing customers in IRIS KashFlow before creating new profiles from incoming Jobber client records.
💳
Handle payments and status changes seamlessly
Log payments in IRIS KashFlow and automatically close out completed jobs or update invoice statuses in Jobber.
⚡
Extend workflows to email and cloud storage
Connect Stripe, Gmail, or Google Drive to your IRIS KashFlow and Jobber flow to archive quotes and send automated follow-up messages.
And much more...

Who is IRIS KashFlow + Jobber integration for?

Connecting IRIS KashFlow and Jobber eliminates manual data entry, ensuring field service teams and accountants always have accurate financial and job records.

Financial analysts
Financial analysts
Field service managers
Field service managers
Account managers
Account managers
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Bookkeepers
Bookkeepers
📈
Financial analysts
You review revenue reports and cash flow statements in IRIS KashFlow, but field billing records lag behind because invoices must be exported manually from Jobber — with this integration, every new job invoice populates your accounting ledger instantly and your financial metrics stay current.
⚡
Field service managers
You dispatch technicians and manage client appointments in Jobber, but payment statuses take hours to update from your accounting software — with this integration, completed visits automatically trigger payment tracking and keep your operations team fully informed.
🤝
Account managers
You answer client inquiries about billing and ongoing projects, but fragmented data between Jobber and IRIS KashFlow leaves you searching for answers — with this integration, customer records and invoice histories stay perfectly aligned for every client interaction.
📊
Operations coordinators
You handle high volumes of service requests and new client sign-ups daily, but manual transcription between systems causes missed entries — with this integration, every new job and client record is created automatically across both platforms without human error.
💼
Billing specialists
You depend on field teams to log completed work before you can issue invoices in IRIS KashFlow, causing billing delays — with this integration, job completions trigger automated invoicing workflows immediately so accounts receivable cycles shorten.
🗂️
Bookkeepers
You audit financial records and payment histories, but manual data entry gaps between Jobber and IRIS KashFlow create discrepancies — with this integration, every payment and customer transaction syncs reliably to maintain a bulletproof audit trail.
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Why choose Integrately to automate IRIS KashFlow + Jobber

Build and manage your IRIS KashFlow + Jobber 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 + Jobber 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 — 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.
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Frequently Asked Questions

How do I connect IRIS KashFlow to Jobber?
Frequently Asked Questions
You can connect IRIS KashFlow to Jobber using 1-click ready automations on Integrately or by using Integrately AI to build your exact custom workflow in minutes.
Can I automatically create IRIS KashFlow invoices from Jobber jobs?
Frequently Asked Questions
Can I connect IRIS KashFlow, Jobber, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Jobber?
Frequently Asked Questions
How does IRIS KashFlow handle customer creation during job scheduling?
Frequently Asked Questions
How does Jobber sync completed jobs with accounting software?
Frequently Asked Questions
Can I automate my field service invoicing without coding?
Frequently Asked Questions
Is the IRIS KashFlow and Jobber integration free?
Frequently Asked Questions
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