Connect Deputy and Kylas CRM to Build Intelligent Automations

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Deputy

When this happens...

Choose an Action

Kylas CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee

New Employee

Trigger when there is a new employee in created.

New Department

New Department

Trigger when a new department created.

New Location

New Location

Trigger when new location in created.

New Lead

New Lead

Triggers when a new lead is created in Kylas CRM.

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

Do thisActions

Action is the task that follows automatically within your Deputy integrations.

Get Company

Get Company

Get Company details

Add an employee

Add an employee

Create a new staff member.

Add a location

Add a location

Create a new location.

Get timesheets

Get timesheets

View a timesheet

Create a Department

Create a Department

create a new department

Start an employees timesheet

Start an employees timesheet

Start a shift for your staff.

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Frequently Asked Questions

How do I start an integration between Deputy and Kylas CRM?

To start, connect both your Deputy and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Deputy triggers actions in Kylas CRM (or vice versa).

Can we customize how data from Deputy is recorded in Kylas CRM?

Absolutely. You can customize how Deputy 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.

How often does the data sync between Deputy and Kylas CRM?

The data sync between Deputy and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Deputy to Kylas CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Deputy and Kylas CRM?

Yes, you can set conditional logic to control the flow of data between Deputy 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.

Deputy

About Deputy

Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.

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Kylas CRM

About 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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