Connect Kylas CRM and viaSocket Table
Integrate Kylas CRM with viaSocket Table to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Records To Table in viaSocket Table when New Lead Created in Kylas CRM
Update Table Rows in viaSocket Table when New Lead Created in Kylas CRM
Get Table Rows from viaSocket Table when New Lead Created in Kylas CRM
List Table Columns from viaSocket Table when New Lead Created in Kylas CRM
Attach Files to Record in viaSocket Table when New Lead Created in Kylas CRM
Popular Kylas CRM + viaSocket Table 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
viaSocket Table
Automatically do this!
Add Records To Table
Update Table Rows
Get Table Rows
List Table Columns
Attach Files to Record
Add Records To Table in viaSocket Table when New Lead Created in Kylas CRM
Use this flowUpdate Table Rows in viaSocket Table when New Lead Created in Kylas CRM
Use this flowGet Table Rows from viaSocket Table when New Lead Created in Kylas CRM
Use this flowList Table Columns from viaSocket Table when New Lead Created in Kylas CRM
Use this flowAttach Files to Record in viaSocket Table when New Lead Created in Kylas CRM
Use this flowAdd Records To Table in viaSocket Table when New Contact in Kylas-crm
Use this flowUpdate Table Rows in viaSocket Table when New Contact in Kylas-crm
Use this flowGet Table Rows from viaSocket Table when New Contact in Kylas-crm
Use this flowList Table Columns from viaSocket Table when New Contact in Kylas-crm
Use this flowAttach Files to Record in viaSocket Table when New Contact in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and viaSocket Table.
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.
When a row in the table is updated
Runs the workflow automatically whenever a row in the table is updated.
New Row Created
Runs when new row is created
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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From idea to automation.
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 viaSocket Table
viaSocket Table is an integrated data workspace for storing, organizing, and managing records that power automations and AI-driven workflows. It helps teams keep workflow data updated, accessible, and ready to use across connected apps and automation flows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and viaSocket Table 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 viaSocket Table 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 viaSocket Table. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in viaSocket Table, and a separate workflow where viaSocket Table 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 viaSocket Table. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and viaSocket Table integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
