
When this happens...

Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a lead is updated in Kylas CRM.
Triggers when a new deal is generated in the system.
Action is the task that follows automatically within your Are.na integrations.
Gets channel metadata and content preview
Get Content of channel
Creates your new channel
Adds a text block to a channel
Creates a new lead in Kylas CRM.
Creates a Contact on Kylas CRM.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Are.na and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Are.na triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Are.na 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 Are.na 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 Are.na 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.
Are.na is a platform designed for creative collaboration and content curation. It allows users to organize and connect ideas, projects, and resources in a visual and flexible way. Ideal for artists, designers, educators, and anyone looking to explore and share knowledge, Are.na provides a space to build collections of links, images, and text, fostering a community of shared learning and inspiration.
Learn MoreKylas 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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