Integrate Kylas with Flowlu

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

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Create an invoice in Flowlu for newly acquired deals in Kylas

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Flowlu each time a deal is 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 invoice in Flowlu.
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Create an invoice in Flowlu for newly acquired deals in Kylas

Kylas + Flowlu

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Supported triggers and actions

Integrate Kylas and Flowlu 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

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Issue created

Triggers when a new issue is created

Sales opportunity created

Triggers when a new sales opportunity is created

Invoice paid

Triggers when an invoice payment is made

Account created

Triggers when a new account is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create lead

Creates a new lead

Create company

Creates a new company

Create task

Creates a new task

Create deal

Creates a new deal

Create product or service

Creates a new product or service

Update task

Updates the details of an existing task

Close deal

Closes the specified deal

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update product or service

Updates the details of an existing product or service

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Close lead

Close the specified lead

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Create task

Creates a new task

Create invoice

Creates a new invoice

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create project

Creates a new project

Update account

Updates the details of an existing account

Update task

Updates the details of an existing task

Update sales opportunity

Updates the details of an existing sales opportunity

Update project

Updates the details of an existing project

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch task

Fetches the details of an existing task by task ID

Fetch account

Fetches the details of an existing account by account ID

Fetch project

Fetches the details of an existing project by project 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.

CRM

What is Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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