Integrate Kylas with vPlan
Send information between Kylas and vPlan automatically, without writing any code, using Zoho Flow.
Build your own integrations between Kylas and vPlan
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Supported triggers and actions
Integrate Kylas and vPlan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead 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
Task updated
Triggers when the details of an existing task 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
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact 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
Collection created
Triggers when a new collection is created
Time tracking created
Triggers when new time tracking is created
Card updated
Triggers when the details of an existing card is updated
Detached resource on card
Triggers when a resource is detached from a card
Card created
Triggers when a new card is created
Attached label on card
Triggers when a label is attached to a card
Comment added
Triggers when a new comment is added
Comment updated
Triggers when the details of an existing comment is updated
Detached label on card
Triggers when a label is detached from card
Attached resource on card
Triggers when a resource is attached to a card
Collection updated
Triggers when the details of an existing collection is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
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
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
Close lead
Close the specified lead
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
Fetch lead
Fetches the details of an existing lead 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 company
Fetches the details of an existing company using ID
Create time tracking
Creates new time tracking
Create activity
Creates a new activity
Create resource
Creates a new resource
Add comment
Adds a comment to the specified collection
Create card on board
Creates a new card on board
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 vPlan?
vPlan is a planning software that allows you to create a visual overview of data in different formats, helping you organize, manage, and communicate your plans efficiently.
Similar apps
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.
Learn more >
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
