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Integrate Kylas with Zoho Invoice
Send information between Kylas and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Zoho Invoice for recently won deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Zoho Invoice 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 Zoho Invoice.
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Create an invoice in Zoho Invoice for recently won deals in Kylas
Kylas + Zoho Invoice
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Create a new contact in Zoho Invoice whenever a new contact is created in Kylas
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Zoho Invoice 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 Zoho Invoice.
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Create a new contact in Zoho Invoice whenever a new contact is created in Kylas
Kylas + Zoho Invoice
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Build your own integrations between Kylas and Zoho Invoice
Connect Kylas and Zoho Invoice 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 Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact updated
Triggers when the details of an existing contact are updated
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Deal created
Triggers when a new deal is created
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Deal updated
Triggers when the details of an existing deal are updated
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Task created
Triggers when a new task is created
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Task updated
Triggers when the details of an existing task are updated
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Company updated
Triggers when the details of an existing company are updated
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Company created or updated
Triggers when a company is created or updated
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Contact created or updated
Triggers when a contact is created or updated
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Lead updated
Triggers when the details of an existing lead are updated
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Lead created
Triggers when a new lead is created
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Lead created or updated
Triggers when a lead is created or updated
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Call logs created or updated
Triggers when a call log is created or updated
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Company created
Triggers when a new company is created
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Task created or updated
Triggers when a task is created or updated
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Contact created
Triggers when a new contact is created
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Deal created or updated
Triggers when a deal is created or updated
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Estimate created
Triggers when a new estimate is created in the selected organization
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Estimate updated
Triggers when any detail of an existing estimate is updated
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Invoice created
Triggers when a new invoice is created
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Timesheet created
Triggers when a new timesheet is created
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Payment updated
Triggers when any detail of an existing payment is updated
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Contact created
Triggers when a new contact is created
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Project updated
Triggers when any detail of an existing project is updated
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Contact updated
Triggers when any detail of an existing contact is updated
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Credit note created
Triggers when a new credit note is created
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Payment received
Triggers when a new payment is received
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Credit note updated
Triggers when the details of an existing credit note are updated
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Recurring expense created
Triggers when a new recurring expense is created
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Invoice updated
Triggers when any detail of an existing invoice is updated
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Project created
Triggers when a new project is created
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Item created
Triggers when a new item is created in the selected organization
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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Item updated
Triggers when any detail of an existing item is updated
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Contact person created
Triggers when a new contact person is created for an existing contact
All Actions - Actions are the automated tasks
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Create lead
Creates a new lead
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Create product or service
Creates a new product or service
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create task
Creates a new task
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Update product or service
Updates the details of an existing product or service
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Close deal
Closes the specified deal
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Update task
Updates the details of an existing task
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Update contact
Updates the details of an existing contact
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Update deal
Updates the details of an existing deal
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Update lead
Updates the details of an existing lead
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Update company
Updates the details of an existing company
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Close lead
Close the specified lead
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch lead
Fetches the details of an existing lead using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch product or service
Fetches the details of an existing product or service using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Create timesheet
Creates a new timesheet entry
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Create recurring expense
Creates a new recurring expense
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Create retainer invoice
Creates a new retainer invoice
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Create item
Creates a new item
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Create contact
Creates a new contact
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Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
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Send estimate
Sends an existing estimate to the specified recipients
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Create recurring invoice
Creates a new recurring invoice
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Create estimate
Creates a new estimate
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Add address for customer
Adds address details for an existing customer
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Record payment
Records a payment for an existing invoice
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Send invoice
Sends an existing invoice to the specified recipients
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Request payment information
Sends a payment information request to the specified email address
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Stop timer
Stops the timer that is currently running
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Create invoice
Creates a new invoice
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Start timer
Starts timer for the selected task
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Create task
Creates a new task in the specified project
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Create project
Creates a new project
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Create contact person
Creates a new contact person for the selected contact
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Update payment link
Updates the details of an existing payment link
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Update contact
Updates the details of an existing contact
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Update contact person
Updates the details of an existing contact person
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Update project
Updates the details of an existing project
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Update task
Updates the details of an existing task
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Update timesheet
Updates the details of an existing timesheet
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Update invoice status
Updates the status of an existing invoice
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Create payment link
Creates a payment link
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Update estimate
Updates the details of an existing estimate
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Update invoice
Updates the details of an existing invoice
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Update item
Updates the details of an existing item
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Fetch estimate
Fetches the details of an existing invoice
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Fetch task
Fetches the details of an existing task by ID
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Fetch recurring expense
Fetches the details of an existing recurring expense
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch item by name
Fetches the details of an existing item by name
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Fetch payment
Fetches the details of an existing payment
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch contact by display name
Fetches the details of an existing contact by display name
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch item by ID
Fetches the details of an existing item by ID
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch item by SKU
Fetches the details of an existing item by SKU
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Fetch project
Fetches the details of an existing project by ID
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch user
Fetches the details of an existing user by ID, name, or 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.
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What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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