Connect Authress and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
New Application
New Tenants
New Connections
Choose an Action
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Ready to use Authress and Kylas CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Trigger when a new group created.
New Application
Triggger when a new application is created.
New Tenants
Trigger when a new tenants created.
New Connections
Trigger when a new connection is created.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Authress integrations.
Create Role
Creates a role with permissions.
Create tenant
Specify tenant identity details for tenant tracking, separation, and user management.
Create Group
Specify users to be included in a new group.
Create Application
Specify application details for a new application that you own.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
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Frequently Asked Questions
To start, connect both your Authress and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Authress triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Authress data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Authress and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Authress and Kylas CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Authress
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
Learn MoreAbout Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
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