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vPlan

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Kylas CRM

Integrations vPlanKylas CRM

Create integrations between vPlan and Kylas CRM

whenNew or Changed Collection
Create Lead

Create Lead in Kylas CRM when New or Changed Collection in vPlan

whenNew or Changed Collection
Create Contact

Create Contact in Kylas CRM when New or Changed Collection in vPlan

whenNew or Changed Collection
Create Company

Create Company in Kylas-crm when New or Changed Collection in vPlan

whenNew or Changed Collection
Search Company

Search Company in Kylas-crm when New or Changed Collection in vPlan

whenNew or Changed Collection
Create Deal

Create Deal in Kylas CRM when New or Changed Collection in vPlan

whenNew or Updated Card
Create Lead

Create Lead in Kylas CRM when New or Updated Card in vPlan

whenNew or Updated Card
Create Contact

Create Contact in Kylas CRM when New or Updated Card in vPlan

whenNew or Updated Card
Create Company

Create Company in Kylas-crm when New or Updated Card in vPlan

whenNew or Updated Card
Search Company

Search Company in Kylas-crm when New or Updated Card in vPlan

whenNew or Updated Card
Create Deal

Create Deal in Kylas CRM when New or Updated Card in vPlan

Actions and Triggers

When this happensTriggers

vPlan

New or Changed Collection

Triggers when a new collection is added or changed.

vPlan

New or Updated Card

Triggers when a card is added or updated.

vPlan

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

vPlan

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

vPlan

New or Changed Comment

Triggers when a new comment is added or changed.

vPlan

Card Deleted

Triggers when a card is deleted.

Do thisActions

vPlan

List Boards

Get all existing boards

vPlan

Create Activity

Create a new Activity.

vPlan

Create Resource

Create a new resource.

vPlan

Create Lead

Creates a new lead in Kylas CRM.

vPlan

Create Contact

Creates a Contact on Kylas CRM.

vPlan

Create Company

Creates a new company on Kylas CRM.

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.
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About vPlan

vPlan is a planning tool to plan and track your work.

Task Management
Learn More
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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.

CRMSales and CRM
Learn More
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