Integrate Kylas with LessAccounting
Send information between Kylas and LessAccounting automatically, without writing any code, using Zoho Flow.
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Create an invoice in LessAccounting for recently won deals in Kylas
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in LessAccounting each time a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for recently won deals in Kylas
Kylas + LessAccounting
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Supported triggers and actions
Integrate Kylas and LessAccounting 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
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Company created
Triggers when a new company is created
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
Deal created
Triggers when a new deal is created
Lead updated
Triggers when the details of an existing lead 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 or updated
Triggers when a task is created or updated
Task updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Payment created
Triggers when a new payment is created
Business created
Triggers when you add a new business
Invoice created
Triggers when a new invoice is added
Contact created
Triggers when you add a new contact
Expense created
Triggers when a new expense is added
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create deal
Creates a new deal
Create lead
Creates a new lead
Create company
Creates a new company
Create product or service
Creates a new product or service
Create contact
Creates a new contact
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal 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
Fetch lead
Fetches the details of an existing lead using ID
Create expense
Adds a new expense
Create invoice
Adds a new invoice
Create contact
Adds a new contact
Add line item
Adds a new line item in the specified proposal or invoice
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch expense
Fetches the details of an existing expense
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
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 LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
