Integrate Kylas with Taskworld

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

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Create a project within Taskworld for every accomplished deal in Kylas

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Taskworld for every accomplished deal 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 Taskworld.
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Create a project within Taskworld for every accomplished deal in Kylas

Kylas + Taskworld

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

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Taskworld 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 Taskworld.
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Create a new task in Taskworld each time a new task is created in Kylas

Kylas + Taskworld

Build your own integrations between Kylas and Taskworld

Connect Kylas and Taskworld 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 Taskworld 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

Project created

Triggers when a new project 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

Add task to task list

Adds a task to a task list in the specified project and workspace

Create message

Creates a message in the selected workspace

Create task

Creates a new task

Create project

Creates a new project

Create tag

Creates a new tag

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch user

Fetches the details of an existing user

Fetch tag

Fetches the details of an existing tag

Fetch task

Fetches the details of an existing task

Remove tag from task

Removes an existing tag from the specified 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 Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

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

Toto

Technical Engineer, Master Liveaboards

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