karlia + Needle

Connect karlia and Needle to Build Intelligent Automations

Choose a Trigger

When this happens...

New Customer
Update Customer
New Supplier
Update Supplier
New Contact
Update Contact
New Opportunity
Update Opportunity
New Project
Update Project
New Task
Update Task
New Time
Update Time
New Ticket
New Event
Update Event
Delete Event
New Note
Update Note
Delete Note
Delete Task
New Project task
Update Project Task
Update Project Task Status
Delete Project Task
New Project Subtask
Opportunity Column Updated
Opportunity Status Updated
New Quote
Quote Updated
Supplier Order Created
Supplier Order Updated
Supplier Invoice Created
Delete Ticket
Supplier Invoice Updated
Form Created
Form Updated
Form Status Updated
Product Created
Product Updated
Equipment Created
Equipment Updated
Purchase Created
Purchase Updated
Call Created
Call Updated
Call Deleted
Document Created
Document Updated
Invoice Created
Invoice Updated
Order Created
Order Updated
Order Pdf Generated
Delivery Created
Delivery Updated
Delivery Pdf Generated
Supplier Delivery Updated
Project Subtask Created
Project Subtask Updated

Choose an Action

Automatically do this!

Create Collection

Ready to use karlia and Needle automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Customer

Triggers when a new customer is created.

Update Customer

Triggers when a customer is updated.

New Supplier

Trigger when a new supplier is created.

Update Supplier

Triggers when a supplier is updated.

New Contact

Triggers when a new contact is created.

Update Contact

Triggers when a contact is updated

Do thisActions
Action is the task that follows automatically within your karlia integrations.

List All Users

Retrieve the list of all users

Create Purchase

Create an Purchase.

Create Event

Create an event.

Create Note

Create an note.

Create Time

Creates a new time.

Create Project

Create a Project.

We'll help you get started

Our team is all set to help you!

Know More About Karlia and Needle Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Frequently Asked Questions

How do I start an integration between karlia and Needle?

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

Can we customize how data from karlia is recorded in Needle?

Absolutely. You can customize how karlia data is recorded in Needle. This includes choosing which data fields go into which fields of Needle, setting up custom formats, and filtering out unwanted information.

How often does the data sync between karlia and Needle?

The data sync between karlia and Needle 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 karlia to Needle?

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 karlia and Needle?

Yes, you can set conditional logic to control the flow of data between karlia and Needle. 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.

About karlia

Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !

CRM

Learn More

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

AI Tools Business Intelligence

Learn More

Connect karlia and Needle to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use karlia and Needle automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Customer

Update Customer

New Supplier

Update Supplier

New Contact

Update Contact

Do thisActionsAction is the task that follows automatically within your karlia integrations.

List All Users

Create Purchase

Create Event

Create Note

Create Time

Create Project

We'll help you get started

Know More About Karlia and Needle Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About karlia

About Needle

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your karlia integrations.