Connect Kylas CRM and InvGate Service Management
Integrate Kylas CRM with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Lead Created in Kylas CRM
Get Categories from InvGate Service Management when New Lead Created in Kylas CRM
Get Users from InvGate Service Management when New Lead Created in Kylas CRM
Get Incident Details from InvGate Service Management when New Lead Created in Kylas CRM
Create Incident in InvGate Service Management when New Contact in Kylas-crm
Popular Kylas CRM + InvGate Service Management 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
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Lead Created in Kylas CRM
Use this flowGet Categories from InvGate Service Management when New Lead Created in Kylas CRM
Use this flowGet Users from InvGate Service Management when New Lead Created in Kylas CRM
Use this flowGet Incident Details from InvGate Service Management when New Lead Created in Kylas CRM
Use this flowCreate Incident in InvGate Service Management when New Contact in Kylas-crm
Use this flowGet Categories from InvGate Service Management when New Contact in Kylas-crm
Use this flowGet Users from InvGate Service Management when New Contact in Kylas-crm
Use this flowGet Incident Details from InvGate Service Management when New Contact in Kylas-crm
Use this flowCreate User in InvGate Service Management when New Contact in Kylas-crm
Use this flowGet Categories from InvGate Service Management when Lead Updated in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and InvGate Service Management.
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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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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management 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 InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
