Integrate Kylas with Aero Workflow
Send information between Kylas and Aero Workflow automatically, without writing any code, using Zoho Flow.
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Set up a new task in Aero Workflow whenever a new task is initiated in Kylas
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Aero Workflow whenever a new task is initiated in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in Aero Workflow.
Set up a new task in Aero Workflow whenever a new task is initiated in Kylas
Kylas + Aero Workflow
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Supported triggers and actions
Integrate Kylas and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Lead updated
Triggers when the details of an existing lead are updated
Deal created or updated
Triggers when a deal 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
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
Company created or updated
Triggers when a company is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Create task
Creates a new task
Create product or service
Creates a new product or service
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close lead
Close the specified lead
Update product or service
Updates the details of an existing product or service
Update contact
Updates the details of an existing contact
Close deal
Closes the specified deal
Update deal
Updates the details of an existing deal
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 contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch company
Fetches the details of an existing company using ID
Fetch lead
Fetches the details of an existing lead using ID
Create task
Creates a new task
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create email
Creates a new email
Fetch contact
Fetches details of an existing contact by ID
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.
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What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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