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Create integrations between Filestage and Kylas CRM
Create Company in Kylas-crm when New Project is Created in Filestage
Create Contact in Kylas CRM when Project is Archived in Filestage
Create Company in Kylas-crm when Project is Archived in Filestage
Create Company in Kylas-crm when Project is Deleted in Filestage
Create Company in Kylas-crm when New File Version Is Uploaded to Filestage
Create Deal in Kylas CRM when New File Version Is Uploaded to Filestage
Create Deal in Kylas CRM when New Folder is Created in Filestage
Create Deal in Kylas CRM when Reviewer is Invited to a Reviewer Group in Filestage
Create Contact in Kylas CRM when File Is Deleted in Filestage
Create Deal in Kylas CRM when New Comment is Created on Filestage
Actions and Triggers
When this happensTriggers
New Project is Created
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
File Version is Deleted
Triggers when a file version is removed.
New Folder is Created
Triggers when a new folder is created.
Do thisActions
Create Folder
Creates a folder.
Create Project
Creates a project in the specific folder.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
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Frequently Asked Questions
About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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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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