Integrate Kylas with Redbooth

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

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Set up tasks in Redbooth when new tasks are initiated in Kylas

Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Redbooth each time a new task is created in Kylas.

How it works
  1. The flow triggers when a new task is created in Kylas.
  2. Zoho Flow creates a new task in Redbooth.
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Set up tasks in Redbooth when new tasks are initiated in Kylas

Kylas + Redbooth

Build your own integrations between Kylas and Redbooth

Connect Kylas and Redbooth 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 Redbooth 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 workspace

Triggers when a new workspace is created in the selected organization

New organization

Triggers when a new organization is created

New task list

Triggers when a new task list is created

New task

Triggers when a new task is created

New notification

Triggers when you have a new notification

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

Add comment

Adds a new comment

Create organization

Creates a new organization

Create task list

Creates a new task list

Create task

Creates a new task

Create workspace

Creates a new workspace in the selected organization

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 Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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