Integrate Kylas with Qoyod

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

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Create an invoice in Qoyod for the latest closed deals in Kylas

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Qoyod each time a deal is won 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 in Qoyod.
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Create an invoice in Qoyod for the latest closed deals in Kylas

Kylas + Qoyod

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Supported triggers and actions

Integrate Kylas and Qoyod 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

Bill added

Triggers when a new bill is added

Vendor added

Triggers when a new vendor is added

Invoice payment added

Triggers when a new invoice payment is added

Sales receipt added

Triggers when a new sales receipt is added

Account added

Triggers when a new account is added

Purchase order added

Triggers when a new purchase order is added

Invoice added

Triggers when a new invoice is added

Bill payment added

Triggers when a new bill payment is added

Customer added

Triggers when a new customer is added

Product added

Triggers when a new product is added

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 customer

Creates a new customer

Create bill

Creates a new bill

Create inventory adjustment

Creates a new inventory adjustment

Create bill payment

Creates a new bill payment

Create invoice

Creates a new invoice

Create product

Creates a new product

Create invoice payment

Creates a new invoice payment

Create inventory transfer

Creates a new inventory transfer

Create purchase order

Creates a new purchase order

Create vendor

Creates a new vendor

Create sales receipt

Creates a new sales receipt

Create account

Creates a new account

Fetch customer by email address

Fetches the details of an existing customer using email address

Fetch invoice by ID

Fetches the details of an existing invoice using ID

Fetch invoice by reference

Fetches the details of an existing invoice using reference number

Fetch bill payment by ID

Fetches the details of an existing bill payment using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch invoice payment by reference

Fetches the details of an invoice payment using reference number

Fetch product by ID

Fetches the details of an existing product using ID

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch bill by reference

Fetches the details of an existing bill using reference number

Fetch sales receipt by reference

Fetches the details of an existing sales receipt using reference number

Fetch purchase order by ID

Fetches the details of an existing purchase order using ID

Fetch purchase order by reference

Fetches the details of an existing purchase order using reference number

Fetch invoice payment by ID

Fetches the details of an invoice payment using ID

Fetch bill payment by reference

Fetches the details of an existing bill payment using reference number

Fetch bill by ID

Fetches the details of an existing bill using ID

Fetch product by SKU

Fetches the details of an existing product using SKU

Fetch sales receipt by ID

Fetches the details of an existing sales receipt using ID

Fetch vendor by email address

Fetches the details of an existing vendor using email address

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 Qoyod?

Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.

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Logic

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Custom functions

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Toto

Technical Engineer, Master Liveaboards

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