Integrate Kylas with Wave

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

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Generate an invoice in Wave for newly closed deals in Kylas

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Wave each time a deal is 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 invoice for the selected business in Wave.
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Generate an invoice in Wave for newly closed deals in Kylas

Kylas + Wave

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Supported triggers and actions

Integrate Kylas and Wave 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

Product created

Triggers when a new product is created for the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Customer created

Triggers when a new customer is added to the selected business

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 invoice

Creates a new invoice for the selected business

Create product

Creates a product for the selected business

Create customer

Creates a customer for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

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 Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

Build comprehensive workflows using

Webhook triggers

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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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