Integrate Kylas with Easy Projects

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

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Create a new project in Easy Projects for every deal won in Kylas

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Easy Projects 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 Easy Projects.
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Create a new project in Easy Projects for every deal won in Kylas

Kylas + Easy Projects

Build your own integrations between Kylas and Easy Projects

Connect Kylas and Easy Projects 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 Easy Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal are updated

Call logs created or updated

Triggers when a call log 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

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a contact 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

Lead created or updated

Triggers when a lead is created or updated

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Task created or updated

Triggers when a task is created or updated

Company created or updated

Triggers when a company is created or updated

New project activity

Triggers when a new activity is created in the selected project

New activity

Triggers when a new activity is created

Updated activity

Triggers when an existing activity is updated

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New user

Triggers when a new user is created

New project message

Triggers when a new message is posted in the selected project

New time log

Triggers when a time log is created

Updated project

Triggers when an existing project is updated

Updated time log

Triggers when an existing time log is updated

New customer

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create company

Creates a new company

Update lead

Updates the details of an existing lead

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update task

Updates the details of an existing task

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task using ID

Create activity

Creates a new activity

Create customer

Creates a new customer

Update user

Updates the details of an existing user

Post activity message

Posts a new message in an activity

Create project

Creates a new project

Create User

Creates a new user

Update customer

Updates the details of an existing customer

Post project message

Posts a new message in a project

Create time log

Creates a new time log

Update project

Updates an existing project

Update activity

Updates an existing activity

Update time log

Updates an existing time log

Fetch project

Fetches an existing project by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch time log

Fetches an existing time log by its unique 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 Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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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

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