Integrate Kylas with Teamwork Projects

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

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Create a new project in Teamwork Projects for every deal won in Kylas

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

Kylas + Teamwork Projects

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Create a new task in Teamwork Projects each time a new task is created in Kylas

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Teamwork Projects each time a new task is created 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 the selected task list in Teamwork Projects.
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Create a new task in Teamwork Projects each time a new task is created in Kylas

Kylas + Teamwork Projects

Build your own integrations between Kylas and Teamwork Projects

Connect Kylas and Teamwork 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 Teamwork Projects 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 project

Triggers when a new project is created

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

New company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New task

Triggers when a new task is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

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 message

Creates a new message in the selected project

Create project

Creates a new project

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create task

Creates a new task in the selected task list

Create company

Creates a new company

Create time entry

Creates a new time entry in the selected project

Fetch person

Fetches the details of a person by person ID or email address

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing project

Fetch company

Fetches the details of an existing company

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 Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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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CEO, OpIndia

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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CEO, Lakeside CNC Group

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

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