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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a comment is created.
Trigger when task is created.
Trigger when task is created or updated.
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Action is the task that follows automatically within your BugHerd integrations.
Create a project in BugHerd.
Add a member to a project.
Add an existing guest to a project, or invite someone by email address.
Update settings for an existing project under your control
Delete a project and all associated data.
Add a new task in a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BugHerd and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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.
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
Learn MoreKylas 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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