Integrate Kylas with Zoho Vault
Send information between Kylas and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Kylas and Zoho Vault using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company 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
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
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create product or service
Creates a new product or service
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Fetch company
Fetches the details of an existing company 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 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 lead
Fetches the details of an existing lead using ID
Share secret with user groups
Shares the selected secret with user groups
Share chamber with users
Shares the selected chamber with users
Create chamber
Creates a new chamber
Share secret with users
Shares the selected secret with users
Share chamber to group
Shares the selected chamber to a group
Unshare secret with user groups
Unshares the selected secret with user groups
Unshare secret with users
Unshares the selected secret with users
Unshare chamber with users
Unshares the selected chamber with users
Fetch user group
Fetches the details of an existing user group by name
Fetch user - By name
Fetches the details of an existing user by name
Fetch secret
Fetches an existing secret by name
Fetch user - By email
Fetches the details of an existing user by email
Fetch chamber
Fetches the details of an existing chamber 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.
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What is Zoho Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
