Integrate eSignatures with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Lead in Kylas CRM when New Fully Signed Contract in eSignatures
Create Contact in Kylas CRM when New Fully Signed Contract in eSignatures
Create Company in Kylas-crm when New Fully Signed Contract in eSignatures
Create Deal in Kylas CRM when New Fully Signed Contract in eSignatures
Find Contacts in Kylas CRM when New Fully Signed Contract in eSignatures
Start from a real workflow other teams are already running.
eSignatures
When this happens...
New Fully Signed Contract
Signer Views Contract
New Contract Sent to Signer
New Contract Signed
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create or Update Lead in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowCreate Contact in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowCreate Company in Kylas-crm when New Fully Signed Contract in eSignatures
Use this flowCreate Deal in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowFind Contacts in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowSearch Deal in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowFind Company in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowSearch Lead in Kylas-crm when New Fully Signed Contract in eSignatures
Use this flowDelete Lead in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowUpdate Company in Kylas CRM when New Fully Signed Contract in eSignatures
Use this flowEverything you can automate between eSignatures and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contract is fully signed by all parties.
Runs when signer views a contract. Select a contract or signer to filter.
Runs when new contract is sent to a signer.
Runs when new contract is signed.
Runs when new lead is created
Triggers when a new contact is added in Kylas CRM.
Action is the task that follows automatically within your eSignatures integrations.
Create a new contract and configure signers, template, expiry, emails, labels, and branding.
Withdraws a contract so it can no longer be signed.
Adds a new signer to an existing contract.
Updates an existing signer on a contract.
Removes a signer from a contract.
Resend a contract's signature request to a selected signer.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn moreKylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn moreSign up for a free viaSocket account, then authorize both your eSignatures and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between eSignatures and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where eSignatures triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in eSignatures. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between eSignatures and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.