Connect Kylas CRM and Ora
Integrate Kylas CRM with Ora to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Deal in Kylas CRM when New Comment Added to Task in Ora
Search Lead in Kylas-crm when New Comment Added to Task in Ora
Update Company in Kylas CRM when New Comment Added to Task in Ora
Update Contact in Kylas CRM when New Comment Added to Task in Ora
Create Deal Note in Kylas-crm when New Comment Added to Task in Ora
Popular Kylas CRM + Ora 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
Ora
Automatically do this!
Create List
Create Comment
Add Member to Card
Create Schedule
Find Task
Find Member
Create Organization
Update Organization
Create Folder
Update Folder
Create Timer
Create Project
Update Project
Create Task
Update Timer
Move task
Delete Organization
Delete Folder
Archive Folder
Update List
Delete List
Delete Project
Search Deal in Kylas CRM when New Comment Added to Task in Ora
Use this flowSearch Lead in Kylas-crm when New Comment Added to Task in Ora
Use this flowUpdate Company in Kylas CRM when New Comment Added to Task in Ora
Use this flowUpdate Contact in Kylas CRM when New Comment Added to Task in Ora
Use this flowCreate Deal Note in Kylas-crm when New Comment Added to Task in Ora
Use this flowCreate Call Log for Deal in Kylas CRM when New Comment Added to Task in Ora
Use this flowSearch Deal in Kylas CRM when New Task in Ora
Use this flowSearch Lead in Kylas-crm when New Task in Ora
Use this flowUpdate Company in Kylas CRM when New Task in Ora
Use this flowUpdate Contact in Kylas CRM when New Task in Ora
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Ora.
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 Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
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 Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Ora 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 Ora 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 Ora. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Ora, and a separate workflow where Ora 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 Ora. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Ora integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
