Integrate Kylas with sevDesk

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

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Generate an invoice in sevDesk for newly closed deals in Kylas

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in sevDesk whenever 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 in sevDesk.
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Generate an invoice in sevDesk for newly closed deals in Kylas

Kylas + sevDesk

Build your own integrations between Kylas and sevDesk

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Supported triggers and actions

Integrate Kylas and sevDesk 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

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task 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 contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create order

Creates a new order

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country by ID

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch cost centre by name

Fetches the details of an existing cost centre by name

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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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