Integrate Kylas with Shortcut

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

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Create a new project in Shortcut for every deal won in your Kylas

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Shortcut 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 Shortcut.
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Create a new project in Shortcut for every deal won in your Kylas

Kylas + Shortcut

Build your own integrations between Kylas and Shortcut

Connect Kylas and Shortcut 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 Shortcut 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

Milestone created

Triggers when a new milestone is created

Story created

Triggers when a new story is created in a project

Comment added

Triggers when a new comment is added

Project created

Triggers when a new project is created

Epic created

Triggers when a new epic 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 team

Creates a new team

Create iteration

Creates a new iteration

Create category

Creates a new category

Create story

Creates a new story in the selected project

Create milestone

Creates a new milestone

Create epic

Creates a new epic

Create comment

Creates a new comment in a selected story

Create project

Creates a new project

Create label

Creates a new label

Update epic

Updates the details of an existing epic

Update label

Updates the details of an existing label

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update team

Update details of an existing team

Fetch epic

Fetch the details of an existing epic using ID

Fetch team

Fetch the details of an existing team using ID

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 Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

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.

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 >

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