Create integrations between Document360 and Kylas CRM
Create a Document in Document360 when New Lead in Kylas CRM
Update a Document in Document360 when New Lead in Kylas CRM
Create a Document in Document360 when Contact Updated in Kylas-crm
Update a Document in Document360 when Contact Updated in Kylas-crm
Create a Document in Document360 when New Contact in Kylas-crm
Update a Document in Document360 when New Contact in Kylas-crm
Create a Document in Document360 when Deal Updated in Kylas-crm
Update a Document in Document360 when Deal Updated in Kylas-crm
Create a Document in Document360 when Lead Updated in Kylas-crm
Update a Document in Document360 when Lead Updated in Kylas-crm
Actions and Triggers
When this happensTriggers
New Lead
Triggers when a new lead is created in Kylas CRM.
Contact Updated
Triggers when a contact's information is updated in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Deal Updated
Triggers when a new deal is generated in the system.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Search Company
Searches a company by the id.
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Frequently Asked Questions
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
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.
Learn More
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