AUTOMATION & APIAvailable now · Zapier

A thousand apps,one set of books

A deal closes in the CRM, an order lands in the store, a receipt comes through a form — and someone still retypes each one into the books. Zapier hands those records to CashFish the moment they exist.

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Store ownersSales teamsOps leadsNo-code builders

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01The Friday retype

Two systems both know about the sale.
Only one of them is the books.

Every tool you run records what happened the moment it happened. The books are the one place that finds out last, because a person has to carry each number across by hand.

THE STORE

Fourteen orders, and a spreadsheet at the end of the week

The store recorded every one of them as it came in. On Friday somebody opens two tabs and types them across, then checks the totals twice because there is no other way to be sure.

14 orders · one long tab

THE CRM

The deal says Won. The books say nothing at all.

Northwind Media signed on Tuesday. The invoice gets raised whenever someone remembers it, which is usually after the next stand-up — three days of receivables that exist only in a pipeline column.

won Tue · invoiced Fri

THE FORM

Expense claims that live in a response tab

The team submits receipts through a form because a form was easy to set up. Getting them out again means exporting a CSV that nobody has time to clean up.

form responses · 23 rows

None of this is difficult work. It is transcription — and every pass through a keyboard is another chance for a number to change.

02What a Zap carries in

Other apps already
hold the numbers.

A Zap is the wire between them and your books. You pick the event in the app you already use, map its fields once, and the record turns up in CashFish finished rather than half-typed.

One way in. Zapier actions push records one way into CashFish; CashFish triggers can notify your other tools when something changes, but nothing edits data in your source apps.

Orders & sales from store appseach new order posts as a revenue entry, matched to the right client

Closed deals from your CRMa won deal in HubSpot or Pipedrive creates the invoice record before anyone opens a spreadsheet

Form submissionsexpense claims and receipts from Typeform or Google Forms land as expense entries

Payment events from other toolspayments logged elsewhere post into CashFish and update your receivables picture

New clients & contactscontact records created in other apps appear in your CashFish client list

Zapier's free tier covers simple one-step Zaps up to 100 tasks a month; multi-step Zaps with filters or conditional paths need a paid Zapier plan. Duplicate detection runs on everything that arrives, whichever door it came through.

03What fires, and what it carries

Five wires,
and what each one carries.

A Zap is only worth having if you can say exactly what it moves. Here is the field list on each of the five most common ones, and the place the record ends up.

Order paid in your storeIN

amount + currency
client name
order reference

Revenue entry, matched to the client

order → create revenue

Deal marked Won in your CRMIN

deal value
company + contact
close date

Invoice record raised the same minute

deal → create invoice

Expense form submittedIN

amount
suggested category
receipt file

Expense entry, checked against what is already there

form → create expense

Invoice paid in CashFishOUT

invoice number
client
amount

A message in the channel your team watches

cashfish → slack

New client added in CashFishOUT

client name
first document

A row appended to the sheet ops keeps

cashfish → sheets

The connection key behind every one of these is scoped to your account and revocable in settings at any time — revoke it and every Zap pointed at CashFish stops on its next run, with no side effects in the apps it was reading.

04What changes

The books stop
waiting for a person.

Three things that are different a month after the first Zap goes live — with the numbers each one actually produces.

Sales file themselves

Point a Zap from your store or CRM at CashFish and every order or won deal arrives as a finished record — no Friday-afternoon copy session.

Order #4417 — Harbor & Co.via WooCommerce Zap · revenue entry+$86.00

Deal won — Northwind Mediavia HubSpot Zap · invoice created+$1,250.00

Team lunch receiptvia form Zap · expense entry−$63.40

Scattered expenses, one inbox

Route expense claims from forms, mileage logs and other tools into CashFish, where duplicate detection keeps the same receipt from counting twice.

Expense form → CashFishMileage log → CashFishDuplicate skipped6 sources connected

Your team hears about it in their own tools

CashFish events — an invoice created, a payment recorded — can start Zaps of their own, posting a Slack message or adding a row to a sheet your team already watches.

Zap runs per week since connecting

05Three steps to wired

Set it up once.
Then let it run.

Under a minute in CashFish settings, a few clicks in Zapier, one test record — then the wire stays up on its own.

Generate your connection key

In CashFish settings, create the credential Zapier will use to talk to your account. It takes under a minute on Growth and above.

Pick a trigger, point it at CashFish

In Zapier, search for CashFish, choose the event that starts your flow — a new order, a won deal, a form entry — and map its fields to a CashFish action like create expense or create invoice.

Test once, then leave it on

Send a test record through, confirm it lands in CashFish looking right, and switch the Zap on. Zapier's task history shows every run.

CashFish connection key generated in settings, entered once in Zapier — no code

The connection key lives in settings, shows its own activity, and can be revoked there whenever you like. Data is protected with 256-bit encryption under SOC 2 Type II, ISO 27001 and GDPR, and every connection can be reviewed or disconnected from the Connection Health panel in settings.

06Wires well with

One automation
is rarely the whole loop.

Webhooks

Signed JSON delivered to your endpoint within seconds of a record changing.

API Keys

Scoped, revocable credentials so your own code reads and writes the same records you see.

Slack

Invoice and payment events posted into the channel your team already watches.

HubSpot

Won deals arriving as invoice records with the company and contact attached.

Duplicate detection runs across every source, so the same sale arriving through an automation and through an emailed receipt is recorded once. Accounting sync with QuickBooks and Xero is a one-way import into CashFish — your accounting file stays the ledger and is never written to. Shopify is in private beta and available by request only.

07The plan for this

One key,
and a thousand doors.

Growth is the plan on this page because it is where Zapier and the 1,000+ app integrations open up, alongside store connections such as Stripe and WooCommerce, read-only bank sync across 12,000+ institutions, and automatic payables and receivables.

Zapier and 1,000+ app integrations are included from the Growth plan up; email and document extraction work from Starter.

$29/mo billed yearly ($349) · or $39/mo monthly

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Stop retyping what another app already knows. Start the 4-day free trial on Growth, generate your connection key, and have your first Zap filing records by this afternoon.

08Straight answers

What people ask
before they wire up Zapier.

Simple single-step Zaps connecting CashFish to one other app run on Zapier's free tier, which allows up to 100 tasks per month. Multi-step Zaps with filters or conditional paths need a paid Zapier plan — worth it once several apps feed your books.