Todoist

Task Management

Kylas CRM

CRM

Integrations Todoist Kylas CRM

Create integrations between Todoist and Kylas CRM

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Create Project in Todoist when Deal Updated in Kylas-crm

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Mark Task as Completed in Todoist when Lead Updated in Kylas-crm

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Update Task in Todoist when Lead Updated in Kylas-crm

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Add Comment to Task in Todoist when Deal Updated in Kylas-crm

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Add Comment to Task in Todoist when Lead Updated in Kylas-crm

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Find or Create Task in Todoist when Deal Updated in Kylas-crm

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Find or Create Task in Todoist when Lead Updated in Kylas-crm

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Find or Create Project in Todoist when Lead Updated in Kylas-crm

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Get Project Collaborators from Todoist when Lead Updated in Kylas-crm

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Find or Create Task in Todoist when New Contact in Kylas-crm

Actions and Triggers

Triggers

New Project

Trigger when a new project is created.

New Incomplete Task

Trigger when new Incomplete task 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

Find Users

Searches for a user who is connected/shared with your account.

Find or Create Task

Find an exiting task or Create a new task

Find or Create Project

Find an exiting project or create a new project

Update Task

Update an exiting task.

Mark Task as Completed

Mark a task as completed.

Create Task

Create a new task.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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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 Todoist

Todoist is a popular task management application that helps individuals and teams organize tasks and projects. Overall, Todoist is designed to help users increase productivity, stay organized, and effectively manage their tasks and projects, whether they're working individually or as part of a team.

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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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