Integrate SlimPay with Kylas
Send information between SlimPay and Kylas automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Kylas for each new order placed in SlimPay
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Kylas for each new order placed in SlimPay.
How it works
- The flow triggers when a new order is created in SlimPay.
- Zoho Flow creates a new deal in Kylas.
Create a new deal in Kylas for each new order placed in SlimPay
SlimPay + Kylas
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Supported triggers and actions
Integrate SlimPay and Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
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
All Actions - Actions are the automated tasks
Create order
Creates a new order
Update order
Updates the details of an existing order
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
What is SlimPay?
SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.
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.
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