Integrate Kylas with Simplicate

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

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Generate a new project in Simplicate for every deal successfully closed in Kylas

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Simplicate for every deal won 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 Simplicate.
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Generate a new project in Simplicate for every deal successfully closed in Kylas

Kylas + Simplicate

Build your own integrations between Kylas and Simplicate

Connect Kylas and Simplicate with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kylas and Simplicate 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

Invoice created

Triggers when a new invoice is created

Person added

Trigger when a new person is added

Organization created

Trigger when a new organization is created

Contact person added

Triggers when a new contact person is added

Project created

Triggers when a new project is created

Sale recorded

Triggers when a new sale is recorded

Employee added

Triggers when a new employee 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 invoice

Creates a new invoice

Create project

Creates a new project

Record sale

Records a new sale

Add person

Adds a new person

Add leave

Adds a new leave for an employee

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

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 >

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Technical Engineer, Master Liveaboards

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