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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is confirmed.
New Invoice
Triggers when a new invoice is created.
Order Status Changed
Triggers when the status is changed on a order.
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Base.com integrations.
Add Invoice
Add an invoice to the order
Add Order
Creates a new order
Add Payment
Add a payment to the order
Update Order Status
Update status of a specific order
Add a Tracking Number
Add a tracking number to the order
Update Order
Update status of a specific order
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Frequently Asked Questions
To start, connect both your Base.com and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Base.com triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Base.com 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 Base.com 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 Base.com 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 Base.com
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
Learn MoreAbout Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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