Create integrations between Kylas CRM and MyDocSafe
Create a Folder in Mydocsafe when New Lead in Kylas CRM
Create a Portal in Mydocsafe when New Lead in Kylas CRM
Create a Portal Group in Mydocsafe when New Lead in Kylas CRM
Create a Folder in Mydocsafe when Contact Updated in Kylas-crm
Create a Portal in Mydocsafe when Contact Updated in Kylas-crm
Create a Portal Group in Mydocsafe when Contact Updated in Kylas-crm
Create a Folder in Mydocsafe when New Contact in Kylas-crm
Create a Portal in Mydocsafe when New Contact in Kylas-crm
Create a Portal Group in Mydocsafe when New Contact in Kylas-crm
Create a Folder in Mydocsafe when Deal Updated in Kylas-crm
Actions and Triggers
When this happensTriggers
New Lead
Triggers when a new lead is created in Kylas CRM.
Contact Updated
Triggers when a contact's information is updated in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Deal Updated
Triggers when a new deal is generated in the system.
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
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Search Company
Searches a company by the id.
Create Deal
Creates a new deal
Create a Folder
Create Folder in a specific parent folder
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Frequently Asked Questions
About Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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