Integrate Kylas with Teamwork Projects
Send information between Kylas and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 700+ 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
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
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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
Create milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
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 project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
Similar apps
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Webhook triggers
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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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Technical Engineer, Master Liveaboards
