Connect Kylas CRM and Box to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an Action
Automatically do this!
Create Folder
Add Comment to file
Add Task to File
Add User as Collaborator
Move/Copy file
Ready to use Kylas CRM and Box automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
New Event
Triggered when a new event is performed.
New File
Trigger when a new file add to folder.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or fields
Search Deal
Find deals by ID or keyword.
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Frequently Asked Questions
To start, connect both your Kylas CRM and Box accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Box (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Box. This includes choosing which data fields go into which fields of Box, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Box typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Kylas CRM and Box. 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 Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn MoreAbout Box
Box is a cloud-based content management and file-sharing platform designed for businesses and individuals. It enables users to store, share, and collaborate on documents and files securely. Box is widely used for document management, file sharing, and team collaboration in both small businesses and large enterprises.
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