Integrate Kylas with LessAccounting

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

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Create an invoice in LessAccounting for recently won deals in Kylas

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in LessAccounting each time a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Create an invoice in LessAccounting for recently won deals in Kylas

Kylas + LessAccounting

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Supported triggers and actions

Integrate Kylas and LessAccounting 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 you add a new contact

Expense created

Triggers when a new expense is added

Payment created

Triggers when a new payment is created

Invoice created

Triggers when a new invoice is added

Business created

Triggers when you add a new business

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 invoice

Adds a new invoice

Add line item

Adds a new line item in the specified proposal or invoice

Create contact

Adds a new contact

Create expense

Adds a new expense

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

Fetch expense

Fetches the details of an existing expense

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 LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

Build comprehensive workflows using

Webhook triggers

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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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