Connect Nozbe and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Update or New Task
New Comment
New Project
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Trigger when new Task is Created.
Update or New Task
Trigger when new task is created or Updated.
New Comment
Trigger when new Comment is Created.
New Project
Trigger when new Propject is Created.
New Lead
Triggers when a new lead is created in Kylas CRM.
New Contact
Triggers when a new contact is added in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Nozbe integrations.
Create Task
Creates a New Task.
Update Task
Updates an Existing Task.
Find Tasks By Id or Name
Find an Existing Task.
Create Comment
Creates a New Comment.
Create Lead
Creates a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
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Frequently Asked Questions
To start, connect both your Nozbe and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Nozbe triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Nozbe 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 Nozbe 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 Nozbe 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 Nozbe
Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
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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