Integrate Kylas with Freee

Send information between Kylas and Freee automatically, without writing any code, using Zoho Flow.

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Create an invoice in Freee for recently won deals in Kylas

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Freee each time a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice for the selected company in Freee.
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Create an invoice in Freee for recently won deals in Kylas

Kylas + Freee

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Supported triggers and actions

Integrate Kylas and Freee using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Contact updated

Triggers when the details of an existing contact are updated

Task created

Triggers when a new task is created

Deal updated

Triggers when the details of an existing deal are updated

Company updated

Triggers when the details of an existing company are updated

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a deal is created or updated

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Lead updated

Triggers when the details of an existing lead are updated

Call logs created or updated

Triggers when a call log is created or updated

Lead created or updated

Triggers when a lead is created or updated

Task created or updated

Triggers when a task is created or updated

Task updated

Triggers when the details of an existing task are updated

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Transaction added

Triggers when a new transaction is added for the selected company

Item added

Triggers when a new item is added under the selected company

Invoice added

Triggers when a new invoice is added for the selected company

Partner added

Triggers when a new partner is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create product or service

Creates a new product or service

Create company

Creates a new company

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch company

Fetches the details of an existing company using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Create transaction

Creates a new transaction for the selected company

Create item

Creates a new item under the selected company

Create partner

Creates a new partner for the selected company

Create invoice

Creates a new invoice for the selected company

Update partner

Updates the details of an existing partner

Fetch supplier by name

Fetches the details of an existing supplier by name

Fetch tax by code

Fetches the details of a tax by code

Fetch tag by ID

Fetches a tag by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch tag by name

Fetches a tag by name

Fetch walletable account by ID

Fetches the details of a walletable account by ID

Fetch department by ID

Fetches the details of an existing department by ID

Fetch supplier by ID

Fetches the details of an existing supplier by ID

Fetch account item by ID

Fetches the details of an existing account item by ID

Fetch account item by name

Fetches the details of an existing account item by name

Fetch item by ID

Fetches the details of an existing item by ID

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

What is Freee?

Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.

Accounting HR

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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