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
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new project in Easy Projects.
Create a new project in Easy Projects for every deal won in Kylas
Kylas + Easy Projects
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Supported triggers and actions
Integrate Kylas and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
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
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
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
New time log
Triggers when a time log is created
Updated time log
Triggers when an existing time log is updated
New activity message
Triggers when a new message is posted in the selected activity
New project activity
Triggers when a new activity is created in the selected project
New project
Triggers when a new project is created
New activity
Triggers when a new activity is created
Updated project
Triggers when an existing project is updated
New customer
Triggers when a new customer is created
Updated activity
Triggers when an existing activity is updated
New user
Triggers when a new user is created
New project message
Triggers when a new message is posted in the selected project
All Actions - Actions are the automated tasks
Create company
Creates a new company
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 task
Creates a new task
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
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 task
Updates the details of an existing task
Close deal
Closes the specified deal
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
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
Create activity
Creates a new activity
Create customer
Creates a new customer
Post project message
Posts a new message in a project
Update user
Updates the details of an existing user
Update customer
Updates the details of an existing customer
Create User
Creates a new user
Create time log
Creates a new time log
Post activity message
Posts a new message in an activity
Create project
Creates a new project
Update time log
Updates an existing time log
Update project
Updates an existing project
Update activity
Updates an existing activity
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 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.
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Learn more >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
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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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
Toto
Technical Engineer, Master Liveaboards
