IRIS KashFlow + Wrike Integration

Integrate IRIS KashFlow to Wrike in one click, or tell Integrately AI how you want each task handled. Create invoices and customers, log payments, update project tasks, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike 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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready WorkflowsReady Workflows ย  for IRIS KashFlow + Wrike Integration

Create invoices from tasks, add customers, log payments, and update project records, all in just one click.

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Connect more apps to your IRIS KashFlow + Wrike flow

Sync financial records with your CRM, alert your team on messaging apps, and track time spent on client work. Pick a combination and activate it in one click.

IRIS KashFlow
Wrike
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SlackSlack (3)
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GmailGmail (3)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
TogglToggl (3)
+
HubSpotHubSpot (3)
W
I
S
Create a customer in IRIS KashFlow when a task is created in Wrike, and notify your team on Slack
New Wrike tasks instantly create corresponding customers in IRIS KashFlow while Slack alerts your team, removing manual data entry.
W
I
S
When a Wrike task status changes, create an invoice in IRIS KashFlow and post an update in Slack
Task progress in Wrike triggers automated invoice creation in IRIS KashFlow and broadcasts the update on Slack.
W
I
S
Add a payment in IRIS KashFlow when an attachment is added in Wrike, and alert your team in Slack
Financial attachments in Wrike log payments in IRIS KashFlow and notify your team on Slack.

Supported triggers and actions for IRIS KashFlow and Wrike

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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with IRIS KashFlow + Wrike?

Connect your accounting and project management to streamline invoicing, customer management, and financial tracking.

What you can automate?
๐Ÿงพ
Create invoices from project task triggers
Automatically generate an invoice in IRIS KashFlow the moment a task is created or its status changes in Wrike, eliminating manual billing delays.
๐Ÿ“
Capture every submitted task detail
Map Wrike task titles, descriptions, and custom fields directly into IRIS KashFlow invoice line items to ensure complete billing accuracy.
๐Ÿ””
Alert your team instantly on updates
Notify finance and project leads via Slack or email the second a customer profile is created or a payment is added in IRIS KashFlow.
๐Ÿ”€
Route records based on project criteria
Perform different accounting actions in IRIS KashFlow depending on specific task statuses, folders, or categories updated in Wrike.
๐Ÿ”„
Keep financial records synchronized
Update invoice statuses and payment records in IRIS KashFlow automatically as project tasks progress through their lifecycle in Wrike.
๐Ÿ”
Search and prevent duplicate entries
Check for existing customers and invoices in IRIS KashFlow before creating new records, keeping your accounting database clean.
๐Ÿ’ณ
Handle payments and status changes
Log payments in IRIS KashFlow automatically when project milestones are achieved or financial attachments are added in Wrike.
๐ŸŒ
Extend your workflow with supporting apps
Connect Stripe or Gmail to your core IRIS KashFlow and Wrike flow to process payments and send client emails automatically.
And much more...

Who is IRIS KashFlow + Wrike integration for?

Small business owners, project managers, and accountants connect their financial records and task management to eliminate manual data entry and keep billing accurate.

Finance directors and CFOs
Finance directors and CFOs
Project managers
Project managers
Account managers
Account managers
Operations directors
Operations directors
Billing specialists
Billing specialists
Auditors and compliance officers
Auditors and compliance officers
๐Ÿ“ˆ
Finance directors and CFOs
You're reviewing billing reports in IRIS KashFlow while project teams track billable hours in Wrike, but the revenue numbers only update after manual batch exports, so your monthly forecasts are always a few days behind โ€” with this integration, every payment and invoice syncs instantly and your financial visibility stays current.
โšก
Project managers
You're managing client deliverables in Wrike without visibility into unpaid invoices or pending accounts in IRIS KashFlow, so you realize a client has billing issues only after work is already underway โ€” this integration means every payment update or customer status change triggers an immediate Wrike alert so your team acts on financial data in real time.
๐Ÿ“Š
Account managers
You're compiling project progress updates in Wrike alongside accounting records from IRIS KashFlow for client meetings, but pulling billing data manually leads to mismatched figures and awkward conversations โ€” connecting these apps means every project task and invoice record align automatically for accurate client reporting.
โš™๏ธ
Operations directors
You're scaling service operations with hundreds of active tasks in Wrike and matching invoices in IRIS KashFlow, but manual entry creates bottlenecks and human errors across your financial books โ€” automating both apps means every task milestone and invoice creation happens without manual intervention so your operations scale smoothly.
๐Ÿ’ผ
Billing specialists
You're waiting for project teams to notify you in Wrike before creating invoices or adding payments in IRIS KashFlow, but communication gaps cause delayed billing and cash flow slowdowns โ€” this integration means every completed project task immediately prompts the correct financial action in your accounts.
๐Ÿ”
Auditors and compliance officers
You're auditing project records in Wrike against financial transactions in IRIS KashFlow, but missing linkage between tasks and invoices leaves audit gaps that take hours to reconcile โ€” with this integration, every financial action and project update maintains a seamless, verified audit trail.
Our team

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Why choose Integrately to automate IRIS KashFlow + Wrike

Build and manage your IRIS KashFlow + Wrike 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 + Wrike 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
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect IRIS KashFlow to Wrike?
Frequently Asked Questions
You can connect IRIS KashFlow to Wrike instantly using 1-click automation templates on Integrately. Choose a ready workflow or ask Integrately AI to build a custom integration with Slack, Gmail, Stripe, and 1,500+ other apps.
Can I automatically create IRIS KashFlow invoices when Wrike tasks are created?
Frequently Asked Questions
Can I connect IRIS KashFlow, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for IRIS KashFlow and Wrike?
Frequently Asked Questions
How does IRIS KashFlow handle customer and invoice data in automations?
Frequently Asked Questions
Can Wrike status changes trigger accounting updates in IRIS KashFlow?
Frequently Asked Questions
Do I need coding skills to automate IRIS KashFlow and Wrike?
Frequently Asked Questions
Is the IRIS KashFlow and Wrike integration free?
Frequently Asked Questions
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You Can Also Connect IRIS KashFlow or Wrike With 1500+ Other Apps

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