Connect NocoDB and Kylas CRM to Build Intelligent Automations
Ready to use NocoDB and Kylas CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when new Record is Created.
Update Record
Trigger when an Existing Record is Updated.
New Lead
Triggers when a new lead is created in Kylas CRM.
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 NocoDB integrations.
Create Record
Creates a New Record.
Update Table
Update an Existing Table.
Delete Table
Delete an Existing Table
Update Record
Update an Existing Record.
Delete Record
Delete a Record.
Create Column
Create a new Column in the Table.
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Frequently Asked Questions
To start, connect both your NocoDB and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in NocoDB triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how NocoDB data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between NocoDB and Kylas CRM 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 NocoDB and Kylas CRM. 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.
About NocoDB
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
Learn MoreAbout Kylas CRM
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.
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