
When this happens...
New Lead
New Contact
Lead Updated
New Deal

Automatically do this!
Create Record
Update Table
Delete Table
Update Record
Delete Record
Create Column
Update Column
Delete Column
Create Table
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Triggers when a new deal is generated in the system.
Trigger when new Record is Created.
Trigger when an Existing Record is Updated.
Action is the task that follows automatically within your Kylas CRM integrations.
Creates a new lead in Kylas CRM.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Creates a new deal
Get an existing contact by its ID
Triggers when new lead is created.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Kylas CRM and NocoDB accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in NocoDB (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in NocoDB. This includes choosing which data fields go into which fields of NocoDB, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and NocoDB 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 NocoDB. 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.
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 MoreNocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
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