Connect Kylas CRM and Cashfree
Integrate Kylas CRM with Cashfree to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Order from Cashfree when New Lead Created in Kylas CRM
Create Order in Cashfree when New Lead Created in Kylas CRM
Terminate Order in Cashfree when New Lead Created in Kylas CRM
Create Payment Link in Cashfree when New Lead Created in Kylas CRM
Cancel Payment Link in Cashfree when New Lead Created in Kylas CRM
Popular Kylas CRM + Cashfree flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an action
Cashfree
Automatically do this!
Get Order
Create Order
Terminate Order
Create Payment Link
Cancel Payment Link
Get Payment Link
Create Refund
Get All Refunds
Create a Customer
Create Offer
Get Offer
Get All Settlement
Get Order from Cashfree when New Lead Created in Kylas CRM
Use this flowCreate Order in Cashfree when New Lead Created in Kylas CRM
Use this flowTerminate Order in Cashfree when New Lead Created in Kylas CRM
Use this flowCreate Payment Link in Cashfree when New Lead Created in Kylas CRM
Use this flowCancel Payment Link in Cashfree when New Lead Created in Kylas CRM
Use this flowGet Payment Link from Cashfree when New Lead Created in Kylas CRM
Use this flowCreate Refund in Cashfree when New Lead Created in Kylas CRM
Use this flowGet All Refunds from Cashfree when New Lead Created in Kylas CRM
Use this flowCreate a Customer in Cashfree when New Lead Created in Kylas CRM
Use this flowCreate Offer in Cashfree when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Cashfree.
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.
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email 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 Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 more
About Cashfree
Cashfree is a leading payment gateway and payment processing solution that enables businesses to accept and disburse payments seamlessly. It offers a wide range of payment options, including credit/debit cards, UPI, net banking, and wallets, making it easy for businesses to manage their financial transactions efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Cashfree 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 Kylas CRM and Cashfree 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 Cashfree. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Cashfree, and a separate workflow where Cashfree triggers actions in Kylas CRM. 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 Kylas CRM and Cashfree. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Cashfree integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
