Integrate Kylas with Yodiz

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

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Create a new task in Yodiz each time a new task is created in Kylas

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Yodiz every time a new task is added in Kylas.

How it works
  1. The flow triggers when a new task is created in Kylas.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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Create a new task in Yodiz each time a new task is created in Kylas

Kylas + Yodiz

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Supported triggers and actions

Integrate Kylas and Yodiz 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

Task created

Triggers when a new task is created in a user story

User story created

Triggers when a new user story is created

Epic created

Triggers when a new epic is created

Issue created

Triggers when a new issue 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 task

Creates a new task in the selected user story

Update user story

Updates the details of an existing user story

Create issue

Creates a new issue

Create epic

Creates a new epic

Update issue

Updates the details of an existing issue

Create user story

Creates a new user story

Update epic

Updates the details of an existing epic

Update task

Updates the details of an existing task

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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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