Full list

Supported Triggers & Actions

Everything you can automate between Kylas CRM and Order Desk.

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Runs when new lead is created

New Contact

New Contact

Triggers when a new contact is added in Kylas CRM.

Lead Updated

Lead Updated

Triggers when a lead is updated in Kylas CRM.

New Deal

New Deal

Triggers when a new deal is generated in the system.

New Order

New Order

Triggers when a new order is created in OrderDesk.

Request a new Trigger for Kylas CRM

Do thisActions

Action is the task that follows automatically within your Kylas CRM integrations.

Create or Update Lead

Create or Update Lead

Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.

Create Contact

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Create Company

Creates a new company on Kylas CRM.

Create Deal

Create Deal

Create a new sales deal

Find Contacts

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

Search Deal

Find deals by ID or keyword.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Kylas CRM
Kylas CRM + Order Desk
Kylas CRM logo

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
Integrations Order Desk
Order Desk + Kylas CRM
Order Desk logo

About Order Desk

Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.

Learn more

Frequently Asked Questions

How do I connect Kylas CRM and Order Desk?

Sign up for a free viaSocket account, then authorize both your Kylas CRM and Order Desk 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Kylas CRM and Order Desk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Kylas CRM to Order Desk?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Order Desk. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Kylas CRM triggers actions in Order Desk, and a separate workflow where Order Desk triggers actions in Kylas CRM. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Kylas CRM and Order Desk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Kylas CRM and Order Desk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.