Integrate Kylas with Mavenlink

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

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Create a project within Mavenlink for every accomplished deal in Kylas

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Mavenlink for every deal successfully closed 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 Mavenlink.
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Create a project within Mavenlink for every accomplished deal in Kylas

Kylas + Mavenlink

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Supported triggers and actions

Integrate Kylas and Mavenlink using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created or updated

Triggers when a lead is created or updated

Call logs created or updated

Triggers when a call log is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Company created or updated

Triggers when a company is created or updated

Contact created or updated

Triggers when a contact is created or updated

Company created

Triggers when a new company is created

Task created or updated

Triggers when a task is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Task created

Triggers when a new task is created

Lead updated

Triggers when the details of an existing lead are updated

Lead created

Triggers when a new lead is created

Contact created

Triggers when a new contact is created

Deal created or updated

Triggers when a deal is created or updated

Task updated

Triggers when the details of an existing task are updated

Company updated

Triggers when the details of an existing company are updated

New Story

Triggered when a new story - task, deliverable or milestone is created

New Post

Triggers when a new post is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Create lead

Creates a new lead

Create product or service

Creates a new product or service

Update task

Updates the details of an existing task

Update product or service

Updates the details of an existing product or service

Close deal

Closes the specified deal

Close lead

Close the specified lead

Update lead

Updates the details of an existing lead

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update deal

Updates the details of an existing deal

Fetch lead

Fetches the details of an existing lead using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch task

Fetches the details of an existing task using ID

Fetch company

Fetches the details of an existing company using ID

Create Story

Creates a task, deliverable, or milestone in the selected project

Create Post

Creates a new post in the selected project

Create Project

Creates a new project

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 Mavenlink?

Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.

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Webhook triggers

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Logic

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Custom functions

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

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