Connect Papyrs and Kylas CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new page is created
runs when new page 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.
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 Papyrs integrations.
Add heading to page
Adds a heading to a Papyrs page.
Add a paragraph to a page
Add a text paragraph to a page.
Add paragraph to page
Add a text paragraph to a Papyrs page.
Post message to Papyrs page
Post a message to a Papyrs page feed to share updates or announcements.
Update page paragraph
Update the text in a page paragraph.
Update paragraph on page
Change the text of a paragraph widget on a page.
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Frequently Asked Questions
To start, connect both your Papyrs and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Papyrs triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Papyrs 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 Papyrs 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 Papyrs 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 Papyrs
Papyrs is a powerful platform designed to enhance team collaboration and productivity by providing customizable intranet solutions. It allows businesses to create internal pages, share documents, and streamline communication effortlessly.
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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