Integrate Kylas with Roll

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

Explore prebuilt integration flows to get started

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Create a new project in Roll for every deal won in Kylas

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Roll for every deal won 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 Roll.
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Create a new project in Roll for every deal won in Kylas

Kylas + Roll

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Create a new task in Roll each time a new task is created in Kylas

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Roll every time a new task is added 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 Roll.
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Create a new task in Roll each time a new task is created in Kylas

Kylas + Roll

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Create a task in Roll as soon as a task is created in Kylas

Track the time spent on each task by creating a record in your project management app. This flow will create a task in Roll as soon as a 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 Roll.
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Create a task in Roll as soon as a task is created in Kylas

Kylas + Roll

Build your own integrations between Kylas and Roll

Connect Kylas and Roll with over 700+ 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 Roll using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Lead created

Triggers when a new lead is created

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create task

Creates a new task

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update product or service

Updates the details of an existing product or service

Close deal

Closes the specified deal

Close lead

Close the specified lead

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task 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

Fetch product or service

Fetches the details of an existing product or service using ID

Create task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

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