Integrate Kylas with Wave
Send information between Kylas and Wave automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Wave for newly closed deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Wave 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 creates a new invoice for the selected business in Wave.
Generate an invoice in Wave for newly closed deals in Kylas
Kylas + Wave
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Supported triggers and actions
Integrate Kylas and Wave 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
Customer created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
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 customer
Creates a customer for the selected business
Create product
Creates a product for the selected business
Create invoice
Creates a new invoice for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
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 Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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