Integrate Kylas with Quaderno
Send information between Kylas and Quaderno automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Quaderno for newly closed 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 Quaderno 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 in Quaderno.
Generate an invoice in Quaderno for newly closed deals in Kylas
Kylas + Quaderno
Create a new contact is in Quaderno each time a new contact is created in Kylas
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Quaderno each time a new contact is created in Kylas.
How it works
- The flow triggers when a new contact is created in Kylas.
- Zoho Flow creates a new contact in Quaderno.
Create a new contact is in Quaderno each time a new contact is created in Kylas
Kylas + Quaderno
Build your own integrations between Kylas and Quaderno
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Supported triggers and actions
Integrate Kylas and Quaderno 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
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact is created
Abandoned checkout
Triggers when a checkout is abandoned
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
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 expense
Creates a new expense
Create contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
Create invoice
Creates a new invoice
Fetch contact
Fetches an existing contact by email
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
Similar apps
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Logic
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Custom functions
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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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