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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
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.
Triggers when a new deal is generated in the system.
Action is the task that follows automatically within your Discourse integrations.
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
Create a new lead.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Creates a new deal

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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 Discourse and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Discourse triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Discourse 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 Discourse 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 Discourse 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.
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
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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