--- title: "Connect ConvesioConvert to IRIS KashFlow - APIANT.ai" description: "When \"Contact Updated\" fires in ConvesioConvert, your agent runs \"Create Invoice\" in IRIS KashFlow." canonical: "https://apiant.ai/connect/convesioconvert-to-iris-kashflow" --- # Connect ConvesioConvert to IRIS KashFlow When **Contact Updated** fires in [ConvesioConvert](https://apiant.ai/connections/convesioconvert), your agent runs **Create Invoice** in [IRIS KashFlow](https://apiant.ai/connections/iris-kashflow). Describe the whole flow and it is built, tested on every scenario and kept running. ConvesioConvert **2** triggers ConvesioConvert **3** actions IRIS KashFlow **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ConvesioConvert and IRIS KashFlow to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ConvesioConvert can start in IRIS KashFlow - When **Contact Updated** in ConvesioConvert then **Create Invoice** in IRIS KashFlow - When **Custom Attribute Added** in ConvesioConvert then **Create/Update Customer** in IRIS KashFlow Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ConvesioConvert and IRIS KashFlow ## Triggers and actions 2 triggers · 8 actions - Trigger **Contact Updated** Triggers when a contact in ConvesioConvert is added or any of its details change. - Trigger **Custom Attribute Added** Triggers when a new custom attribute is defined for your ConvesioConvert site. - Action **Create Contact** Creates a contact (site user) in ConvesioConvert, or updates the existing one with the same email or user id. - Action **Unsubscribe Contact** Unsubscribes a contact from marketing emails by setting their marketing email consent to denied. - Action **Update Contact** Updates an existing ConvesioConvert contact, matched by email address, with the details you provide. - Action **Add Payment** Adds payment to existing invoice from your KashFlow Account - Action **Create Invoice** Creating invoice for KashFlow - Action **Create/Update Customer** Create/Update Customer for Kashflow - Action **Search Customer** Search a latest customer from KashFlow account whose email/code/name matches given string. - Action **Search Invoice** Gets a latest Invoice from KashFlow account whose invoice number or customer reference number matches given string. ## Each app on its own - [ **ConvesioConvert** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connections/convesioconvert) - [ **IRIS KashFlow** IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from...](https://apiant.ai/connections/iris-kashflow) Reviews ## What our customers say ## More from ConvesioConvert - [ **ConvesioConvert to Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connect/convesioconvert-to-heartbeat) - [ **ConvesioConvert to Invovate** Generate PDF, JSON & UBL invoices in 11 languages from one JSON POST](https://apiant.ai/connect/convesioconvert-to-invovate) - [ **ConvesioConvert to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/convesioconvert-to-hubspot) - [ **ConvesioConvert to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/convesioconvert-to-salesforce) - [ **ConvesioConvert to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/convesioconvert-to-slack) - [ **ConvesioConvert to Google Sheets** Google Sheets](https://apiant.ai/connect/convesioconvert-to-google-sheets) ## More into IRIS KashFlow - [ **HubSpot to IRIS KashFlow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iris-kashflow) - [ **Salesforce to IRIS KashFlow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iris-kashflow) - [ **Slack to IRIS KashFlow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iris-kashflow) - [ **Google Sheets to IRIS KashFlow** Google Sheets](https://apiant.ai/connect/google-sheets-to-iris-kashflow) - [ **Gmail to IRIS KashFlow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iris-kashflow) - [ **Google Calendar to IRIS KashFlow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iris-kashflow) Questions ## ConvesioConvert and IRIS KashFlow, answered ### ### What can start an automation from ConvesioConvert? Any of ConvesioConvert's 2 triggers in the catalog, including Contact Updated and Custom Attribute Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IRIS KashFlow when something happens in ConvesioConvert? Any of IRIS KashFlow's 5 actions, including Create Invoice, Create/Update Customer, Add Payment and Search Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IRIS KashFlow to ConvesioConvert? IRIS KashFlow has no triggers in the catalog today, so automations start in ConvesioConvert. If you need the other direction, ask: your agent reads IRIS KashFlow's API documentation and adds it. ### ### Do I have to build a connector for ConvesioConvert or IRIS KashFlow? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ConvesioConvert and IRIS KashFlow without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.