Integrate Kylas with Flowlu
Send information between Kylas and Flowlu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Flowlu for newly acquired deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Flowlu each time a deal is 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 invoice in Flowlu.
Create an invoice in Flowlu for newly acquired deals in Kylas
Kylas + Flowlu
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Supported triggers and actions
Integrate Kylas and Flowlu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Company updated
Triggers when the details of an existing company are updated
Task updated
Triggers when the details of an existing task are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
Account created
Triggers when a new account is created
Issue created
Triggers when a new issue is created
Sales opportunity created
Triggers when a new sales opportunity is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Invoice paid
Triggers when an invoice payment is made
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create product or service
Creates a new product or service
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Close lead
Close the specified lead
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
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 company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Create account
Creates a new account
Create task
Creates a new task
Create sales opportunity
Creates a new sales opportunity
Create project
Creates a new project
Create invoice
Creates a new invoice
Update sales opportunity
Updates the details of an existing sales opportunity
Update project
Updates the details of an existing project
Update account
Updates the details of an existing account
Update task
Updates the details of an existing task
Fetch account
Fetches the details of an existing account by account ID
Fetch project
Fetches the details of an existing project by project ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch task
Fetches the details of an existing task by task 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.
Similar apps
What is Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
Similar apps
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Custom functions
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