Integrate Kylas with Zoho Projects
Send information between Kylas and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Zoho Projects for every deal successfully closed in Kylas
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Zoho 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 Zoho Projects.
Generate a new project in Zoho Projects for every deal successfully closed in Kylas
Kylas + Zoho Projects
Set up tasks in Zoho Projects when new tasks are initiated in Kylas
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Zoho Projects every time a new task is added in Kylas.
How it works
- The flow triggers when a new task is created in Kylas.
- Zoho Flow creates a new task in Zoho Projects.
Set up tasks in Zoho Projects when new tasks are initiated in Kylas
Kylas + Zoho Projects
Build your own integrations between Kylas and Zoho Projects
Connect Kylas and Zoho 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 Zoho 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
Task list completed
Triggers when a task list is completed
Milestone created
Triggers when a new milestone is created in the portal
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Project created
Triggers when a new project is created in the portal
Updated task in project
Triggers when a task is updated in a specific project
Task completed in project
Triggers when a task is marked as completed in a specific project
Issue updated
Triggers when the details of an issue are updated in the portal
Issue submitted
Triggers when a new issue is submitted in the portal
Task created
Triggers when a new task is created in the portal
Task completed
Triggers when a task is marked as completed in the portal
Milestone updated
Triggers when a milestone is updated in the portal
Event updated
Triggers when an existing event is updated
Updated task in layout
Triggers when a task is updated in a specific layout
Milestone updated in project
Triggers when a milestone is updated in a specific project
Event created
Triggers when a new event is created in the portal
Project updated
Triggers when a project's details are updated
Issue comment added
Triggers when a new comment is added to an issue
Project comment added
Triggers when a new comment is added to a project
Task list created in project
Triggers when new task list is created
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Milestone created in project
Triggers when a new milestone is created in a specific project
Task comment added
Triggers when a new comment is added to a task
Task created in project
Triggers when a new task is created in a specific project
Updated task
Triggers when a task is updated in the portal
Task created in layout
Triggers when a new task is created in a specific layout
Milestone completed
Triggers when a milestone is marked as completed in the portal
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 customer
Creates a new customer in the portal
Add comment in issue
Adds a new comment to an existing issue
Add user to project
Adds a new user to a specific project
Create event
Creates a new event in the portal
Associate team to a project
Adds a team to an existing project
Create general time log
Creates a general time log entry for the portal
Create task in layout
Creates a new task in a project under a specific layout
Create milestone
Creates a new milestone in a project
Create task list
Creates a new task list in a project
Associate client company to a project
Associates an existing client company with a specific project
Create project in layout
Creates a new project in under a specific layout
Create issue in layout
Creates a new issue in a project under a specific layout
Add user to portal
Adds a new user to the portal
Create project
Creates a new project in the portal
Add comment in project
Adds a new comment to an existing project
Create issue
Creates a new issue in a project
Add comment in task
Adds a new comment to an existing task
Add followers to task
Adds the specified users as followers to a task
Create issue time log
Creates a time log entry for an existing issue
Add client user to company
Adds a new client user to the company
Add client user to project
Adds a new client user to a specific project
Create tag
Creates a new tag in the portal
Create task
Creates a new task in a project
Create time log for task
Records hours worked on a specific task
Approve task timelog
Approves a time log entry for a task
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update time log
Updates the details of an existing general time log
Update task
Updates the details of an existing task by ID
Update issue
Updates the details of an existing issue by ID
Update task in layout
Updates the details of an existing task by ID under a specific layout
Update milestone
Updates the details of an existing milestone by ID
Update project
Updates the details of an existing project by ID
Update task list
Updates the details of an existing task list by ID
Approve time log
Approves a general time log entry
Update issue timelog
Updates the details of an existing issue time log entry
Update customer
Updates the details of an existing customer
Update project in layout
Updates the details of an existing project by ID under a specific layout
Approve issue timelog
Approves a time log entry for an issue
Update task time log
Updates the details of an existing task time log
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch customer in a project
Fetches the details of all customer associated with a specific project
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch team
Fetches the details of an existing team in the portal
Fetch tag
Fetches the details of an existing tag
Fetch task list
Fetches the details of an existing task list
Fetch task in project
Fetches the details of an existing task by ID in a specific project
Fetch option
Fetches the available options for a specific field
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch customer
Fetches the details of an existing customer
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 Zoho Projects?
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Custom functions
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Technical Engineer, Master Liveaboards
