Integrate Kylas with Saasu

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

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Create an invoice in Saasu for newly acquired deals in Kylas

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Saasu each time a deal is 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 invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for newly acquired deals in Kylas

Kylas + Saasu

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Supported triggers and actions

Integrate Kylas and Saasu 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

New activity

Triggers when a new activity is created

New contact

Triggers when a new contact is created

New item

Triggers when a new item is created

New invoice

Triggers when a new invoice is created

New purchase order

Triggers when a new purchase order is created

New company

Triggers when a new company is created

Contact updated

Triggers when the details of an existing contact are updated

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 inventory adjustment

Creates a new inventory adjustmemt

Create item

Creates a new item

Create account

Creates a new account

Create service invoice

Creates a new invoice with service layout

Create contact

Creates a new contact

Create company

Creates a new company

Create item invoice

Creates a new invoice with item layout and inventory items

Create activity

Creates a new activity

Create journal

Creates a new journal

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update contact

Updates details of the selected contact

Update company

Updates the details of an existing company

Fetch contact

Fetches details of the selected contact

Update account

Updates the details of an existing account

Update activity

Updates the details of an existing activity

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update journal

Updates the details of an existing journal

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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