Integrate Kylas with Freee
Send information between Kylas and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for recently won deals in Kylas
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Freee each time a deal is 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 invoice for the selected company in Freee.
Create an invoice in Freee for recently won deals in Kylas
Kylas + Freee
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Supported triggers and actions
Integrate Kylas and Freee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created or updated
Triggers when a lead is created or 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
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
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
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
Invoice added
Triggers when a new invoice is added for the selected company
Partner added
Triggers when a new partner is created
Transaction added
Triggers when a new transaction is added for the selected company
Item added
Triggers when a new item is added under the selected company
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 lead
Close the specified lead
Update contact
Updates the details of an existing contact
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 deal
Closes the specified deal
Update task
Updates the details of an existing task
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
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
Create item
Creates a new item under the selected company
Create partner
Creates a new partner for the selected company
Create invoice
Creates a new invoice for the selected company
Create transaction
Creates a new transaction for the selected company
Update partner
Updates the details of an existing partner
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch tax by code
Fetches the details of a tax by code
Fetch tag by ID
Fetches a tag by ID
Fetch company by ID
Fetches the details of an existing company by ID
Fetch tag by name
Fetches a tag by name
Fetch account item by name
Fetches the details of an existing account item by name
Fetch item by ID
Fetches the details of an existing item by ID
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch department by ID
Fetches the details of an existing department by ID
Fetch supplier by name
Fetches the details of an existing supplier by name
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.
Similar apps
What is Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
Similar apps
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