Integrate Kylas with Timely

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

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Create a new project in Timely for every deal won in your Kylas

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Timely for every deal successfully 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 project in Timely.
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Create a new project in Timely for every deal won in your Kylas

Kylas + Timely

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Supported triggers and actions

Integrate Kylas and Timely 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

Event created for user

Triggers when a new event is created for the selected user

Project created

Triggers when a new project is created

Event created

Triggers when a new event is created

Team created

Triggers when a new team is created

Client created

Triggers when a new client is created for the selected account

Event created in project

Triggers when a new event is created in the selected project

User added

Triggers when a new user is added

Account created

Triggers when a new account 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

Add user

Adds a new user

Create event in project

Creates a new event in the selected project

Create client

Creates a new client

Create event for user

Creates a new event for the selected user

Create project

Creates a new project

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 Timely?

Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.

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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Toto

Technical Engineer, Master Liveaboards

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