

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

Deal created or updated
Triggers when a deal is created or updated

Lead updated
Triggers when the details of an existing lead are updated

Lead created
Triggers when a new lead is created

Lead created or updated
Triggers when a lead is created or updated

Task created
Triggers when a new task is created

Company created
Triggers when a new company is created

Task created or updated
Triggers when a task is created or updated

Contact created
Triggers when a new contact is created

Contact created or updated
Triggers when a contact is created or updated

Contact updated
Triggers when the details of an existing contact are updated

Deal created
Triggers when a new deal is created

Deal updated
Triggers when the details of an existing deal are updated

Call logs created or updated
Triggers when a call log is created or updated

Task updated
Triggers when the details of an existing task are updated

Company updated
Triggers when the details of an existing company are updated

Company created or updated
Triggers when a company is created or updated

New activity message
Triggers when a new message is posted in the selected activity

New project
Triggers when a new project is created

New project message
Triggers when a new message is posted in the selected project

Updated project
Triggers when an existing project is updated

New user
Triggers when a new user is created

New project activity
Triggers when a new activity is created in the selected project

New customer
Triggers when a new customer is created

Updated activity
Triggers when an existing activity is updated

New activity
Triggers when a new activity is created

New time log
Triggers when a time log is created

Updated time log
Triggers when an existing time log is updated
All Actions - Actions are the automated tasks

Create deal
Creates a new deal

Create task
Creates a new task

Create contact
Creates a new contact

Create product or service
Creates a new product or service

Create company
Creates a new company

Create lead
Creates a new lead

Close deal
Closes the specified deal

Update task
Updates the details of an existing task

Update deal
Updates the details of an existing deal

Update lead
Updates the details of an existing lead

Update company
Updates the details of an existing company

Update product or service
Updates the details of an existing product or service

Close lead
Close the specified lead

Update contact
Updates the details of an existing contact

Fetch task
Fetches the details of an existing task using ID

Fetch deal
Fetches the details of an existing deal using ID

Fetch contact
Fetches the details of an existing contact using ID

Fetch company
Fetches the details of an existing company using ID

Fetch lead
Fetches the details of an existing lead using ID

Fetch product or service
Fetches the details of an existing product or service using ID

Create time log
Creates a new time log

Create customer
Creates a new customer

Create activity
Creates a new activity

Post activity message
Posts a new message in an activity

Update user
Updates the details of an existing user

Create User
Creates a new user

Create project
Creates a new project

Post project message
Posts a new message in a project

Update customer
Updates the details of an existing customer

Update activity
Updates an existing activity

Update project
Updates an existing project

Update time log
Updates an existing time log

Fetch time log
Fetches an existing time log by its unique ID

Fetch activity
Fetches an existing activity by its unique ID

Fetch project
Fetches an existing project by its unique 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.
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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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