Connect Kylas CRM and Skyvern
Integrate Kylas CRM with Skyvern to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Kylas CRM + Skyvern 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
Skyvern
Automatically do this!
Run a Workflow
Create and Run Task
Get a Task
Start Browser Session
Create Folder
Find Folders
Close Browser Session
List Browser Sessions
List Agents
List Workflow Runs
Retry a Workflow Run
Run a Workflow in Skyvern when New Contact in Kylas-crm
Use this flowCreate and Run Task in Skyvern when New Contact in Kylas-crm
Use this flowGet a Task from Skyvern when New Contact in Kylas-crm
Use this flowStart Browser Session with Skyvern when New Contact in Kylas-crm
Use this flowCreate Folder in Skyvern when New Contact in Kylas-crm
Use this flowFind Folders in Skyvern when New Contact in Kylas-crm
Use this flowClose Browser Session in Skyvern when New Contact in Kylas-crm
Use this flowList Browser Sessions from Skyvern when New Contact in Kylas-crm
Use this flowList Agents from Skyvern when New Contact in Kylas-crm
Use this flowList Workflow Runs from Skyvern when New Contact in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Skyvern.
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 or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Skyvern 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 Skyvern 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 Skyvern. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Skyvern, and a separate workflow where Skyvern 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 Skyvern. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Skyvern integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
