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

Automatically do this!
Create an Order
Create a Product
Create a Pickup Location
Generate Invoice
Search Order
Cancel Order
Change/Update Pickup Location
Update Customer Delivery Address
Generate AWB for Shipment
Search Courier
Search Shipment Detail
Search Country Code
Search Product Detail by Name
Search Integrated channels
Search PickUp Locations
Explore more automations built by businesses and experts
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.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Shiprocket accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Shiprocket (or vice versa).
Absolutely. You can customize how Kylas CRM data is recorded in Shiprocket. This includes choosing which data fields go into which fields of Shiprocket, setting up custom formats, and filtering out unwanted information.
The data sync between Kylas CRM and Shiprocket 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 Shiprocket. 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 MoreShiprocket is a leading eCommerce logistics and shipping solution in India, designed to streamline the shipping process for online retailers. It offers a comprehensive platform that integrates with various eCommerce platforms, providing features like automated shipping, real-time tracking, and multiple courier options to enhance the delivery experience for businesses and their customers.
Learn More