Integrate Kylas with Zoho Projects
Send information between Kylas and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Zoho Projects for every deal successfully closed in Kylas
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Zoho Projects for every deal won in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Zoho Projects.
Generate a new project in Zoho Projects for every deal successfully closed in Kylas
Kylas + Zoho Projects
Set up tasks in Zoho Projects when new tasks are initiated in Kylas
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Zoho Projects every time a new task is added in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in Zoho Projects.
Set up tasks in Zoho Projects when new tasks are initiated in Kylas
Kylas + Zoho Projects
Build your own integrations between Kylas and Zoho Projects
Connect Kylas and Zoho Projects 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 Projects 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 completed
Triggers when a task is completed in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Milestone completed
Triggers when a milestone is marked as completed
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Project created
Triggers when a new project is created
Project updated
Triggers when the details of an existing project are updated
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task created
Triggers when a new task is created in the selected portal
Milestone created
Triggers when a new milestone is created
Project comment added
Triggers when a new comment is added in the selected project
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Event created
Triggers when a new event is created
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task list completed
Triggers when a task list is marked as completed
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Comment added
Triggers when a new comment is added to the selected task
Task list created
Triggers when a new task list is created
Bug submitted
Triggers when a new bug/issue is submitted
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
Add client to project
Adds a client to the selected project
Add user to project
Adds a user to the selected project
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create milestone
Creates a new milestone
Add followers to task
Adds the specified users as followers to an existing task
Create task
Creates a new task
Create issue time log
Creates a time log for the selected issue
Create comment in project
Creates a new comment in the selected project
Add existing client company to a project
Adds an existing client company to a project
Create task list
Creates a new task list
Create event
Creates a new event
Create general time log
Creates a general time log for the selected project
Create time log for task
Creates a time log for the selected task
Create project
Creates a new project
Add client company
Creates a new client company
Update bug
Updates the details of an existing bug/issue
Update client company
Updates the details of an existing client company
Update general time log
Updates the details of an existing general time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update issue time log
Updates the details of an existing issue time log
Complete milestone
Completes an existing milestone
Update task time log
Updates the details of an existing task time log
Update project
Updates the details of an existing project
Update task list
Updates the details of a task list using its ID
Fetch project status
Fetches the status of a project by name
Fetch task list
Fetches the details of an existing task list by name
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch task
Fetches the details of an existing task by name
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch user in portal
Fetches the details of a user in the selected portal using email address
Fetch tag
Fetches the specified tag using name
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.
Similar apps
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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Toto
Technical Engineer, Master Liveaboards
