Integrate Kylas with Yodiz
Send information between Kylas and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Yodiz each time a new task is created in Kylas
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Yodiz every time a new task is added in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Create a new task in Yodiz each time a new task is created in Kylas
Kylas + Yodiz
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Supported triggers and actions
Integrate Kylas and Yodiz 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
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue 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 epic
Creates a new epic
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update task
Updates the details of an existing 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.
Similar apps
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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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 >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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Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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
