Integrate Kylas with Simplicate

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

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Generate a new project in Simplicate for every deal successfully closed in Kylas

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Simplicate 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 Simplicate.
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Generate a new project in Simplicate for every deal successfully closed in Kylas

Kylas + Simplicate

Build your own integrations between Kylas and Simplicate

Connect Kylas and Simplicate with over 850+ 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 Simplicate 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

Employee added

Triggers when a new employee is added

Project created

Triggers when a new project is created

Person added

Trigger when a new person is added

Contact person added

Triggers when a new contact person is added

Sale recorded

Triggers when a new sale is recorded

Invoice created

Triggers when a new invoice is created

Organization created

Trigger when a new organization 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 project

Creates a new project

Add person

Adds a new person

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

Record sale

Records a new sale

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

Project Management

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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