Integrate Kylas with Zoho Projects

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

Explore prebuilt integration flows to get started

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Generate a new project in Zoho Projects for every deal successfully closed in Kylas

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Zoho Projects 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 Zoho Projects.
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Generate a new project in Zoho Projects for every deal successfully closed in Kylas

Kylas + Zoho Projects

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Set up tasks in Zoho Projects when new tasks are initiated in Kylas

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Zoho Projects 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 Zoho Projects.
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Set up tasks in Zoho Projects when new tasks are initiated in Kylas

Kylas + Zoho Projects

Build your own integrations between Kylas and Zoho Projects

Connect Kylas and Zoho Projects 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 Zoho Projects 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

Task list created

Triggers when a new task list is created

Task updated in project

Triggers when the details of an existing task are updated in the selected project

Bug submitted

Triggers when a new bug/issue is submitted

Overdue task or subtask in portal

Triggers when a task or subtask in the selected portal becomes overdue

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task created in project

Triggers when a new task is created in the selected project

Comment added

Triggers when a new comment is added to the selected task

Milestone created

Triggers when a new milestone is created

Task list completed

Triggers when a task list is marked as completed

Bug submitted in project

Triggers when a new bug/issue is submitted in the selected project

Event created

Triggers when a new event is created

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Milestone completed

Triggers when a milestone is marked as completed

Task created

Triggers when a new task is created in the selected portal

Task completed

Triggers when a task is completed in the selected portal

Project updated

Triggers when the details of an existing project are updated

Task or subtask updated

Triggers when the details of an existing task or subtask are updated in the selected portal

Milestone completed in a portal

Triggers when a milestone is completed in any project in the selected portal

Project comment added

Triggers when a new comment is added in the selected project

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 existing client company to a project

Adds an existing client company to a project

Create comment in project

Creates a new comment in the selected project

Add followers to task

Adds the specified users as followers to an existing task

Create task list

Creates a new task list

Create subtask

Creates a new subtask in the selected task

Add comment to bug

Adds a new comment to the selected bug

Create event

Creates a new event

Create milestone

Creates a new milestone

Add user to project

Adds a user to the selected project

Create project

Creates a new project

Create issue time log

Creates a time log for the selected issue

Add comment

Adds a comment to the selected task

Create time log for task

Creates a time log for the selected task

Create task

Creates a new task

Submit bug

Submits a new bug/issue

Add client to project

Adds a client to the selected project

Add client company

Creates a new client company

Create general time log

Creates a general time log for the selected project

Update task list

Updates the details of a task list using its ID

Update issue time log

Updates the details of an existing issue time log

Update task or subtask

Updates the task or subtask details for the specified ID

Update task time log

Updates the details of an existing task time log

Update bug

Updates the details of an existing bug/issue

Update general time log

Updates the details of an existing general time log

Complete milestone

Completes an existing milestone

Update project

Updates the details of an existing project

Update client company

Updates the details of an existing client company

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch project status

Fetches the status of a project by name

Fetch task status

Fetches the status of an existing task by task name

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch user

Fetches the details of an existing user by email address or user ID

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch task list

Fetches the details of an existing task list by name

Fetch task

Fetches the details of an existing task by name

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch tag

Fetches the specified tag using name

Fetch user in portal

Fetches the details of a user in the selected portal using email address

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 Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

Project Management Zoho

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.

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Toto

Technical Engineer, Master Liveaboards

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