IRIS KashFlow + Microsoft Dynamics 365 Business Central Integration

Integrate IRIS KashFlow to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each record handled. Generate invoices, search customers, add payments, and keep your accounting updated automatically.

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1.
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
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
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central

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Ready WorkflowsReady Workflows ย  for IRIS KashFlow + Microsoft Dynamics 365 Business Central Integration

Create invoices from new records, search customer profiles, add payments, and update financial records, all in just one click.

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Connect more apps to your IRIS KashFlow + Microsoft Dynamics 365 Business Central (Beta flow

Send payment details to your store, notify finance teams on messaging apps, and log financial records in spreadsheets. Pick a combination and activate it in one click.

IRIS KashFlow
Microsoft Dynamics 365 Business Central
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ShopifyShopify (3)
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StripeStripe (3)
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QuickBooks OnlineQuickBooks Online (3)
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GmailGmail (3)
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SlackSlack (3)
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Google SheetsGoogle Sheets (3)
M
I
S
When a record is created in Microsoft Dynamics 365 Business Central (Beta, create an invoice in IRIS KashFlow and add the customer order in Shopify.
New Microsoft Dynamics records instantly generate invoices in IRIS KashFlow and update orders in Shopify without manual data entry.
M
I
S
When a record is updated in Microsoft Dynamics 365 Business Central (Beta, search the customer in IRIS KashFlow and update the customer details in Shopify.
Updated Microsoft Dynamics records instantly find the customer in IRIS KashFlow and refresh profile data in Shopify.
M
I
S
When a record is created in Microsoft Dynamics 365 Business Central (Beta, add a payment in IRIS KashFlow and log the transaction in Shopify.
New Microsoft Dynamics records log payments in IRIS KashFlow and record financial transactions in Shopify instantly.

Supported triggers and actions for IRIS KashFlow and Microsoft Dynamics 365 Business Central

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
Try it โ†’
Search invoice in IRIS KashFlow
Locates and retrieves invoices with
Try it โ†’
Search customer in IRIS KashFlow
Locates and retrieves customer information
Try it โ†’
Create customer in IRIS KashFlow
Adds a new customer to the database
Try it โ†’
Add payment in IRIS KashFlow
Adds payment details to the system
Try it โ†’
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
Try it โ†’
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
Try it โ†’
Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it โ†’
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
Try it โ†’
Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it โ†’

What can you automate with IRIS KashFlow + Microsoft Dynamics 365 Business Central (Beta?

Streamline your accounting workflows by connecting business records directly to your financial ledger.

What you can automate?
๐Ÿงพ
Generate invoices from business records
Automatically create an invoice in IRIS KashFlow the moment a new record is created in Microsoft Dynamics 365 Business Central (Beta. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ”
Search and verify customer profiles
Look up existing customers in IRIS KashFlow automatically whenever business records are updated. Ensure your billing details always match your management system.
๐Ÿ””
Notify your team on messaging apps
Alert your finance or sales channel in Slack or email the moment new invoices or customer records are processed. Keep your team informed without switching tabs.
๐Ÿ”€
Route transactions based on record fields
Handle different record types appropriately by routing high-value items to dedicated finance channels or creating specific customer records based on submitted data.
๐Ÿ”„
Keep accounting records up to date
Update existing invoices and customer records automatically when corresponding data changes in your business management platform. Maintain complete data integrity across your stack.
๐Ÿ‘ค
Create customers without duplicates
Check for existing profiles before adding new customer records in IRIS KashFlow. Prevent redundant entries and keep your customer database clean.
๐Ÿ’ณ
Log payments and financial updates
Record payments in IRIS KashFlow instantly when transaction statuses change in Microsoft Dynamics 365 Business Central (Beta. Maintain accurate cash flow tracking at all times.
๐Ÿ“Š
Sync transactions to external spreadsheets
Extend your workflow by logging every processed invoice and payment row into Google Sheets for custom reporting and team visibility.
And much more...

Who is IRIS KashFlow + Microsoft Dynamics 365 Business Central (Beta integration for?

Connect your accounting and business management systems to eliminate manual data entry, streamline financial tracking, and keep your teams aligned on every transaction.

Finance analysts and controllers
Finance analysts and controllers
Sales operations teams
Sales operations teams
Client account managers
Client account managers
High-volume business administrators
High-volume business administrators
Accounting specialists
Accounting specialists
Business compliance officers
Business compliance officers
๐Ÿ“ˆ
Finance analysts and controllers
You're reviewing financial metrics across multiple business systems but your accounting ledger only updates when someone manually creates an invoice, so the revenue reports you're analyzing are always a few hours behind โ€” this integration means every new business record generates an invoice instantly and your financial data stays current.
โšก
Sales operations teams
You need to act fast on new customer records and business deals, but finding out about approved accounts too late delays client onboarding โ€” connecting these apps means every new record triggers customer creation instantly and your team can follow up without delay.
๐Ÿ“‹
Client account managers
You answer to external clients and stakeholders who want to see billing progress, but tracking down payment statuses manually leaves gaps in your reports โ€” automating both apps means every payment update is logged instantly and your client progress tracking remains completely transparent.
๐Ÿ”„
High-volume business administrators
The volume of daily business records is too high for anyone to keep up by hand, leading to missed customer entries and invoicing delays โ€” with this integration, every record is processed automatically and your administrative backlog disappears.
๐Ÿ‘ฅ
Accounting specialists
You own the billing workflow and depend on your business management platform to hand over clean customer data, but manual handoffs cause recurring discrepancies โ€” automating these apps means every transaction flows directly into your ledger and your invoicing process runs seamlessly.
๐Ÿ—‚๏ธ
Business compliance officers
You need a reliable audit history of every financial record but keep finding gaps caused by manual data entry mistakes โ€” connecting these apps means every update is recorded in real time and your compliance logs remain complete and accurate.
Our team

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Why choose Integrately to automate IRIS KashFlow + Microsoft Dynamics 365 Business Central

Build and manage your IRIS KashFlow + Microsoft Dynamics 365 Business Central 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 + Microsoft Dynamics 365 Business Central 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?

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2
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Automation is ready
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Frequently Asked Questions

How do I connect IRIS KashFlow to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Connecting IRIS KashFlow to Microsoft Dynamics 365 Business Central (Beta is fast and straightforward with 1-click automation setup on Integrately. You can select a ready template or ask Integrately AI to build the workflow and map your fields.
Can I automatically create invoices in IRIS KashFlow when new records are created?
Frequently Asked Questions
Can I connect IRIS KashFlow, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does IRIS KashFlow handle customer creation during record updates?
Frequently Asked Questions
Can Microsoft Dynamics 365 Business Central (Beta trigger automatic invoice updates?
Frequently Asked Questions
Do I need coding skills to connect IRIS KashFlow and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the IRIS KashFlow and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Microsoft Dynamics 365 Business Central With 1500+ Other Apps

IRIS KashFlow
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Microsoft Dynamics 365 Business Central
Popular Microsoft Dynamics 365 Business Central Integrations
Sync Microsoft Dynamics 365 Business Central (Beta with communication, customer service, and productivity platforms to keep business operations connected.