Integrate Kylas with Saasu
Send information between Kylas and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for newly acquired deals in Kylas
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Saasu each time a deal is 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 invoice with item layout and inventory items in Saasu.
Create an invoice in Saasu for newly acquired deals in Kylas
Kylas + Saasu
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Supported triggers and actions
Integrate Kylas and Saasu 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
New purchase order
Triggers when a new purchase order is created
New company
Triggers when a new company is created
New invoice
Triggers when a new invoice is created
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
Contact updated
Triggers when the details of an existing contact are updated
New activity
Triggers when a new activity is created
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 item
Creates a new item
Create account
Creates a new account
Create contact
Creates a new contact
Create inventory adjustment
Creates a new inventory adjustmemt
Create item invoice
Creates a new invoice with item layout and inventory items
Create activity
Creates a new activity
Create service invoice
Creates a new invoice with service layout
Create company
Creates a new company
Create journal
Creates a new journal
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update journal
Updates the details of an existing journal
Fetch contact
Fetches details of the selected contact
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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