KashFlow

The KashFlow modules enable you to monitor, publish or update posts, photos, and videos in your KashFlow account.

Getting Started with KashFlow

Prerequisites

A KashFlow account — you can create one at www.kashflow.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting KashFlow to Integromat

To connect your KashFlow account to Integromat follow these steps:

1. Log in to your KashFlow account.

2. Navigate to Apps > API Settings. Activate the Enabled checkbox, disable the Restrict Access to specific IP addresses option and click Update.

3. Go to Integromat and open the KashFlow module's Create a connection dialog.

2021-04-06_14_02_14-Integration_KashFlow___Integromat.png

4. Enter your KashFlow credentials to the respective fields and click the Continue button to establish the connection.

The connection has been established. You can proceed with setting up the module.

Customers

List Customers

Retrieves all customers in your account.

Connection	Establish a connection to your KashFlow account.
Limit	Set the maximum number of customers Integromat will return during one execution cycle.

Get a Customer

Retrieves customer details.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to retrieve details for.

Create a Customer

Creates a new customer.

Connection	Establish a connection to your KashFlow account.
Name	Enter (map) or select the ID of the customer you want to retrieve details for.
Contact	Enter the full contact name of the customer.
Telephone	Enter the customer's telephone number.
Mobile	Enter the customer's mobile number.
Fax	Enter the customer's fax number.
Email	Enter the customer's email address(es).
Address	Enter the customer's billing address lines.
Country Name	Enter the customer's billing address country name.
Country Code	Enter the customer's billing address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’).
Postcode	Enter the customer's billing address postcode.
Website	Enter the customer website URI.
EC	Select the Yes option if the customer is VAT Registered in another EC Member.
Outside EC	Select the Yes option if the customer is VAT registered outside of the EC.
Notes	Enter the additional free-text.
Source	Enter the ID for the source assigned to the customer.
Discount	Enter the discount percentage for this customer.
Show Discount	Enable this option if the customer is specified to receive a discount.
Payment Terms	Enter the number of days used to define the Due Date on Invoices from the Issue Date.
Currency ID	Enter the ID for the customer's default currency.
Contact Title	Enter the customer contact's title.
Contact First Name	Enter the customer contact's first name.
Contact Last Name	Enter the customer contact's last name.
Customer Has Delivery Address	Select the Yes option if the customer is specified as having a delivery address separate from their billing address.
Delivery Address	Fill in the customer delivery address lines.
Delivery Country Name	Enter the customer delivery address country name.
Delivery Country Code	Enter the customer delivery address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)
Delivery Postcode	Enter the customer delivery address postal code.
VAT Number	Enter the customer's VAT number.
Extra Fields	Add the custom fields values. Each item will be used as a value to a custom customer text field in the order they are set up your account. You may find custom fields settings at your account: Settings -> Custom Customer Fields.
Extra Checkboxes	Add the custom checkbox values. Each item will be used as a value to a custom customer checkbox in the order they are set up at your account. You may find custom fields settings at your account: Settings -> Custom Customer Fields.

Update a Customer

Updates an existing customer.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to update.
Name	Enter (map) the name of the customer you want to update.

Please find the descriptions of the fields in the Create a Customer section above.

Delete a Customer

Deletes a customer.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to delete.

Invoices

List Invoices

Retrieves all customer's invoices.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to list invoices for.
Limit	Set the maximum number of invoices Integromat will return during one execution cycle.

Get an Invoice

Retrieves customer's invoice details.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to list invoices for.
Invoice ID	Enter (map) the ID of the invoice you want to retrieve details for.

Create an Invoice

Creates a new invoice.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to list invoices for.
Invoice Date	Enter the date when the invoice is issued. See the list of supported date and time formats.
Due Date	Enter the invoice due date. See the list of supported date and time formats.
Paid	Select the Yes option if the document is an Invoice or Receipt and is completely paid.
Customer Reference	Enter the customer reference number.
Project ID	Enter the ID or select the project associated with the document
Currency Code	Enter the currency code in the ISO 4217 standard.
Exchange Rate	Enter the exchange rate for the specified currency.
Lines	Specify the invoice lines.
Delivery Address	Enter the information about the delivery address.
Use Custom Delivery Address	If the document is a Quote or Invoice and a Delivery Address is defined to be used.

Update an Invoice

Updates an existing invoice.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to update the invoice for.
Invoice ID	Enter (map) the ID of the invoice you want to update.

Please find the descriptions of the fields in the Create an Invoice section above.

Delete an Invoice

Deletes an invoice.

Connection	Establish a connection to your KashFlow account.
Customer ID	Enter (map) or select the ID of the customer you want to delete the invoice for.
Invoice ID	Enter (map) the ID of the invoice you want to delete.

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your KashFlow account.
API Method	Select the action you want to perform. For the descriptions of available endpoints, refer to the KashFlow API Documentation.
Body	Enter the body content for your API call in JSON format. You can use the JSON > Create JSON module to define names and values.