Create IRIS KashFlow invoice from new row Smartsheet
Smartsheet + IRIS KashFlow Integration
IRIS KashFlow + Smartsheet Integration
Integrate IRIS KashFlow to Smartsheet in one click, or tell Integrately AI how you want each row handled. Create invoices, search customers, add payments, and update your sheets automatically.
Free forever.Use premium features free for 14 days.1.
Row is added in Smartsheet- Row is updated in Smartsheet
- Attachment is added in Smartsheet
- Comment is added in Smartsheet
2.
Create invoice in IRIS KashFlow- Search invoice in IRIS KashFlow
- Search customer in IRIS KashFlow
- Create customer in IRIS KashFlow
- Add payment in IRIS KashFlow
- Add attachment to row in Smartsheet
- Search row in Smartsheet
- Update row in Smartsheet
- Add row in Smartsheet
- Send row in Smartsheet
- Copy row in Smartsheet
- Move row in Smartsheet
- Add discussion to row in Smartsheet
- Create sheet from a template in Smartsheet
- Share sheet in Smartsheet
- Create sheet from existing sheet in Smartsheet
- Send sheet in Smartsheet
- Create workspace in Smartsheet
- Copy workspace in Smartsheet
- Share workspace in Smartsheet
- Copy folder in Smartsheet
Trusted by experts at...
Ready Workflows for IRIS KashFlow + Smartsheet Integration
Create invoices from new rows, search customers, add payments, update sheets, and sync financial records, all in just one click.
Most popular automation
When Row is added in Smartsheet > Check any condition > Create invoice in IRIS KashFlow
Smartsheet + IRIS KashFlow Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your IRIS KashFlow + Smartsheet flow
Connect payment gateways, communication tools, and document management systems to run your accounting and tracking workflows without manual handoffs. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Google Drive (3)
Google Drive (3) +
DocuSign (3)
DocuSign (3) S
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When a payment succeeds in Stripe, add a row in Smartsheet and create an invoice in IRIS KashFlow
Stripe payment data lands in your Smartsheet table and creates an invoice in IRIS KashFlow instantly.
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When a Smartsheet row is added, create a customer in IRIS KashFlow and record the charge in Stripe
New Smartsheet rows instantly create customer records in IRIS KashFlow and set up billing in Stripe.
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When a Stripe refund is issued, update the matching row in Smartsheet and add a payment note in IRIS KashFlow
Refund updates sync across Smartsheet and IRIS KashFlow the moment Stripe processes them.
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Use ChatGPT to analyse Stripe payment failures, create a follow-up task row in Smartsheet, and log a note in IRIS KashFlow
ChatGPT reviews failed Stripe payments and creates tracking rows in Smartsheet and IRIS KashFlow.
Supported triggers and actions for IRIS KashFlow and Smartsheet
Mix and match to build the exact automation you need
IRIS KashFlow Triggers & Actions
Smartsheet Triggers & Actions
What can you automate with IRIS KashFlow + Smartsheet?
Streamline your financial bookkeeping and project tracking by connecting IRIS KashFlow and Smartsheet.
🧾
Create invoices from new project rows
Generate an IRIS KashFlow invoice automatically the moment a new row is added in Smartsheet. Eliminate manual billing entry and speed up your revenue cycle.
📋
Capture every submitted field in your sheets
Map all available project details and custom answers into separate Smartsheet columns. Your tracking grid becomes a complete record for review and audit.
🔔
Notify your team on Slack instantly
Alert your finance or project channel the second a new row is added or updated in Smartsheet. Keep every department informed without chasing status reports.
🔀
Route records based on submitted data
Trigger different accounting actions in IRIS KashFlow depending on the category or tier selected in your Smartsheet row. Handle standard and enterprise accounts correctly.
🔄
Keep tracking sheets updated continuously
Reflect payment status changes and invoice updates back into Smartsheet automatically. Your workspace remains an accurate single source of truth.
🔍
Search and verify customer profiles
Look up existing customers in IRIS KashFlow before creating new records to prevent duplicate entries. Maintain clean customer data across your systems.
💳
Log payments and financial adjustments
Record incoming payments and billing adjustments in IRIS KashFlow whenever corresponding status updates occur. Keep your ledgers balanced and reconciled.
🌐
Extend workflows with Slack notifications
Combine your core pair with Slack to broadcast important financial events and milestone completions to your team the moment they happen.
And much more...
Who is IRIS KashFlow + Smartsheet integration for?
Finance teams, project managers, and small business owners connect IRIS KashFlow and Smartsheet to eliminate manual data entry, keep accounting records updated, and track financial workflows without delays.
Financial analysts
Project managers
Account managers
Operations directors
Billing specialists
Business owners
📈
Financial analysts
You pull figures from accounting ledgers to build weekly status sheets, but manual exports leave your reports outdated — automating both apps means every row update and payment reflects instantly in your tracking files.
⚡
Project managers
You track project milestones in collaboration grids while billing happens elsewhere, but delayed updates cause confusion over client accounts — with this integration, new project rows generate invoices and customer profiles automatically.
🤝
Account managers
You report on client deliverables and payment milestones to stakeholders, but missing invoice data stalls your reviews — connecting these apps means your tracking sheets and accounting ledgers stay perfectly aligned.
📊
Operations directors
You oversee high volumes of client onboarding and billing transactions, but manual data entry creates bottlenecks across departments — automating both apps means every row addition flows straight into your financial system.
💼
Billing specialists
You wait for team members to hand over project details before raising invoices, but delayed handoffs push out payment cycles — this integration means completed sheet entries generate invoices the moment they are logged.
🗂️
Business owners
You rely on accurate financial records for tax compliance and cash flow planning, but manual bookkeeping leaves gaps in your history — connecting these apps means every transaction and row update is captured reliably.
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 + Smartsheet
Build and manage your IRIS KashFlow + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect IRIS KashFlow + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect IRIS KashFlow + Smartsheet Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect IRIS KashFlow to Smartsheet?
You can connect IRIS KashFlow to Smartsheet in one click using ready-made templates or ask Integrately AI to build the automation. It links smoothly with tools like Stripe, Slack, and Gmail.
Can I create invoices in IRIS KashFlow automatically when new rows are added in Smartsheet?
Can I connect IRIS KashFlow, Smartsheet, and Slack?
What is a good Zapier alternative for IRIS KashFlow and Smartsheet?
How does IRIS KashFlow handle customer records during sync?
Can Smartsheet row updates trigger payment records in IRIS KashFlow?
Do I need coding skills to automate IRIS KashFlow and Smartsheet?
Is the IRIS KashFlow and Smartsheet integration free?
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