Connect Kylas CRM and RotaCloud
Integrate Kylas CRM with RotaCloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update User in RotaCloud when New Lead Created in Kylas CRM
Delete a User in Rotacloud when New Lead Created in Kylas CRM
Create Shift in Rotacloud when New Lead Created in Kylas CRM
Create Role in Rotacloud when New Lead Created in Kylas CRM
Create Location in Rotacloud when New Lead Created in Kylas CRM
Popular Kylas CRM + RotaCloud 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
RotaCloud
Automatically do this!
Update User
Delete a User
Create Shift
Create Role
Create Location
Create Leave
Assign User to Role
Delete Location
Delete Role
Assign User to Location
Find Location by ID
Find Location by Name
Find Role by ID
Find Role by Name
Find User by it's ID and Name
Update User in RotaCloud when New Lead Created in Kylas CRM
Use this flowDelete a User in Rotacloud when New Lead Created in Kylas CRM
Use this flowCreate Shift in Rotacloud when New Lead Created in Kylas CRM
Use this flowCreate Role in Rotacloud when New Lead Created in Kylas CRM
Use this flowCreate Location in Rotacloud when New Lead Created in Kylas CRM
Use this flowCreate Leave in Rotacloud when New Lead Created in Kylas CRM
Use this flowAssign User to Role in RotaCloud when New Lead Created in Kylas CRM
Use this flowDelete Location in Rotacloud when New Lead Created in Kylas CRM
Use this flowDelete Role in Rotacloud when New Lead Created in Kylas CRM
Use this flowAssign User to Location in Rotacloud when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and RotaCloud.
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.
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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and RotaCloud 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 RotaCloud 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 RotaCloud. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in RotaCloud, and a separate workflow where RotaCloud 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 RotaCloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and RotaCloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
