Connect Fibery and Kylas CRM to Build Intelligent Automations

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Fibery

When this happens...

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Kylas CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Entity

New Entity

Triggered when a new entity is created in a specified Fibery app.

Entity Updated

Entity Updated

Triggered when an existing entity is updated in a specified Fibery app.

New User

New User

Triggers when a new user is created in the system

Entity Updated or Created

Entity Updated or Created

Triggered when an existing entity is updated or created in a specified Fibery app.

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.

Do thisActions

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

Create Entity

Create Entity

Creates a new entity in a specified Fibery app.

Update Entity

Update Entity

Updates an existing entity in a specified Fibery app.

Delete Entity

Delete Entity

Deletes an existing entity in a specified Fibery app.

List Type

List Type

Retrieves and lists all available types in the Fibery database.

Get Fields from Type

Get Fields from Type

Fetches all fields associated with a specific entity type in Fibery.

List Reference

List Reference

Retrieves a list of all references from the Fibery database with their IDs and names.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Fibery 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 Fibery and Kylas CRM?

The data sync between Fibery 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 Fibery 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 Fibery and Kylas CRM?

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

Fibery

About Fibery

Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.

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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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