Integrate Zoho Notebook with Kylas
Send information between Zoho Notebook and Kylas automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Notebook and Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Notebook created
Triggers when a new notebook is created
Notecard created or updated
Triggers when a new notecard is created or the details of an existing notecard are updated
Notecard updated
Triggers when the details of an existing notecard are updated
Notecard created
Triggers when a new notecard is created in the selected notebook
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
All Actions - Actions are the automated tasks
Share notebook
Shares an existing notebook with the specified email address
Create collection
Creates a new collection
Share notecard
Shares an existing notecard with the specified email address
Create notecard
Creates a new notecard in the selected notebook
Create notebook
Creates a new notebook
Move notecards to another notebook
Moves an existing notecard to another notebook
Move notecards to collection
Moves an existing notecard to the collection
Update notebook
Update the details of an existing notebook
Fetch notebook by ID
Fetches the details of a notebook using ID
Fetch notebook by name
Fetches the details of a notebook using name
Fetch notecard
Fetches the details of a notecard by search term
Fetch notecard by ID
Fetches the details of a notecard using its unique ID
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
What is Zoho Notebook?
Similar apps
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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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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