Connect Kylas CRM and karlia
Integrate Kylas CRM with karlia to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Kylas CRM + karlia 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
karlia
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
List All Users in Karlia when New Lead Created in Kylas CRM
Use this flowCreate Purchase in Karlia when New Lead Created in Kylas CRM
Use this flowCreate Event in Karlia when New Lead Created in Kylas CRM
Use this flowCreate Note in Karlia when New Lead Created in Kylas CRM
Use this flowCreate Time in Karlia when New Lead Created in Kylas CRM
Use this flowCreate Project in Karlia when New Lead Created in Kylas CRM
Use this flowCreate Project Subtask in Karlia when New Lead Created in Kylas CRM
Use this flowUpdate Event in Karlia when New Lead Created in Kylas CRM
Use this flowUpdate Purchase in Karlia when New Lead Created in Kylas CRM
Use this flowUpdate Project in Karlia when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and karlia.
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 Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
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 Contact
Find contact by ID or 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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and karlia 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 karlia 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 karlia. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in karlia, and a separate workflow where karlia 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 karlia. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and karlia integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
