Integrate Kylas with Shortcut
Send information between Kylas and Shortcut automatically, without writing any code, using Zoho Flow.
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Create a new project in Shortcut for every deal won in your Kylas
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Shortcut for every deal won in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Shortcut.
Create a new project in Shortcut for every deal won in your Kylas
Kylas + Shortcut
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Supported triggers and actions
Integrate Kylas and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created or updated
Triggers when a deal is created or updated
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Lead created or updated
Triggers when a lead is created or updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Contact created or updated
Triggers when a contact is created or updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Deal updated
Triggers when the details of an existing deal are updated
Call logs created or updated
Triggers when a call log is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Company created or updated
Triggers when a company is created or updated
Story created
Triggers when a new story is created in a project
Epic created
Triggers when a new epic is created
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new task
Create contact
Creates a new contact
Create product or service
Creates a new product or service
Create company
Creates a new company
Create lead
Creates a new lead
Close deal
Closes the specified deal
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Update product or service
Updates the details of an existing product or service
Close lead
Close the specified lead
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact 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 product or service
Fetches the details of an existing product or service using ID
Create comment
Creates a new comment in a selected story
Create project
Creates a new project
Create label
Creates a new label
Create team
Creates a new team
Create milestone
Creates a new milestone
Create epic
Creates a new epic
Create iteration
Creates a new iteration
Create category
Creates a new category
Create story
Creates a new story in the selected project
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update team
Update details of an existing team
Update epic
Updates the details of an existing epic
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team using 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.
Similar apps
What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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Logic
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Custom functions
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