Integrate Kylas with Teamwork Projects
Send information between Kylas and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in Kylas
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Teamwork Projects for every deal won 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 Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in Kylas
Kylas + Teamwork Projects
Create a new task in Teamwork Projects each time a new task is created in Kylas
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Teamwork Projects each time a new task is created in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.
Create a new task in Teamwork Projects each time a new task is created in Kylas
Kylas + Teamwork Projects
Build your own integrations between Kylas and Teamwork Projects
Connect Kylas and Teamwork Projects with over 1000+ 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 Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Task created
Triggers when a new task is created
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal 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
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
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create lead
Creates a new lead
Create product or service
Creates a new product or service
Create company
Creates a new company
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Update task
Updates the details of an existing task
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
Fetch lead
Fetches the details of an existing lead 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 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 company
Fetches the details of an existing company using ID
Create time entry
Creates a new time entry in the selected project
Create message
Creates a new message in the selected project
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Add person
Adds a new person
Fetch tag
Fetches the details of a tag by ID or name
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch task
Fetches the details of an existing task
Fetch task list
Fetch the details of an existing task list
Fetch project
Fetches the details of an existing project
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 Teamwork Projects?
Teamwork Projects is a project management software that helps collaborative teams manage projects by categorizing them, adding tags, and creating task list templates to plan efficiently.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
