ShareFile

Productivity

Kylas CRM

CRM (Customer Relationship Management)

Integrations ShareFile Kylas CRM

Create integrations between ShareFile and Kylas CRM

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Create Lead in Kylas CRM when New File in ShareFile

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Create Contact in Kylas CRM when New File in ShareFile

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Create Company in Kylas-crm when New File in ShareFile

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Create Deal in Kylas-crm when New File in ShareFile

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Search Company in Kylas-crm when New File in ShareFile

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Create Lead in Kylas CRM when New Client in ShareFile

TRY IT

Create Contact in Kylas CRM when New Client in ShareFile

TRY IT

Create Company in Kylas-crm when New Client in ShareFile

TRY IT

Create Deal in Kylas-crm when New Client in ShareFile

TRY IT

Search Company in Kylas-crm when New Client in ShareFile

Actions and Triggers

Triggers

New File

Triggers when a new file is uploaded to a specified folder.

New Client

Triggers when a new client is created.

New Lead

Triggers when a new lead is created in Kylas CRM.

Contact Updated

Triggers when a contact's information is updated in Kylas CRM.

New Contact

Triggers when a new contact is added in Kylas CRM.

Deal Updated

Triggers when a new deal is generated in the system.

Actions

Add Note

Adds a note in the chosen folder.

Add URL

Adds a URL in the chosen folder.

Create Client User

Creates a ShareFile user with the given information.

Create Folder

Creates a folder in the chosen folder.

Create Lead

Creates a new lead in Kylas CRM.

Create Contact

Creates a Contact on Kylas CRM.

Know More About
Viasocket Integrations

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About ShareFile

ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.

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About 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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