Kylas CRM offers powerful automation features using Workflows, and with the addition of Marketplace App Triggers, you can now initiate workflows based on external apps and their interactions. This allows teams to expand automation beyond the CRM—streamlining operations and improving responsiveness.

This article will guide you through using Marketplace App Triggers within Kylas Workflows, including prerequisites, setup steps, real-world use cases, and benefits.

Table of Contents

1. Overview

2. Prerequisites

3. What are Marketplace App Triggers?

4. Step-by-Step: How to Use App Triggers in Workflows

5. Use Cases

6. Benefits

7. Best Practices

8. Conclusion

Overview

Marketplace App Triggers help you start a workflow whenever an event is triggered from an installed third-party app in Kylas. This bridges the gap between your CRM and other platforms (WhatsApp tools, Email apps, Analytics tools, etc.) and ensures that actions taken outside the CRM can still trigger automation within it.

Prerequisites

• Admin Access to Kylas CRM

• A Marketplace App that supports Workflow Triggers (e.g., Interakt, WATI, WhatsApp apps)

• The app must be installed from the Kylas Marketplace

• Access to Workflow Automation module in your Kylas account (available in Elevate Plan)

What are Marketplace App Triggers?

Marketplace App Triggers are custom events defined by third-party apps available on the Kylas Marketplace. When a particular action happens within the app (e.g., a WhatsApp message received, status updated, payment completed), the app sends a trigger to Kylas, which can be used to start a Workflow.

These triggers behave like standard system triggers such as Lead Created, Deal Updated, etc., but are initiated by external tools.

Step-by-Step: How to Use App Triggers in Workflows

Step 1: Install the Marketplace App

1. Go to Settings → Marketplace

2. Browse or search for the required app (e.g., “WATI”, “Interakt”)

3. Click on the app and install it using the API key or OAuth login, depending on the app

4. Complete the configuration as per app instructions
   

📌 Ensure the app supports "Triggers for Workflows" (listed in app documentation)

Step 2: Go to Automation → Workflows

• Navigate to the Automation section on the left menu.

• Click on Workflows > Create New Workflow.

Step 3: Define Trigger

• Trigger Type: Select When a lead is created.

• Trigger Timing: Choose Delayed action.

Step 4: Set Conditions to Schedule the Action

• Choose Based on conditions.

• Add a condition, e.g.:

  • Field: City

  • Condition: Equals

  • Value: Pune

Step 5: Define Delay

• Time Reference: Enter a value, e.g., 15 Minutes.

• After → Created At.

• Repeat: Select Do not repeat.

Step 6: Set Conditions to Execute the Action

• Again, set a condition, e.g.:

  • Field: City

  • Condition: Equals

  • Value: Pune

(This ensures action only fires if conditions are still true at time of execution.)

Step 7: Set the Marketplace App Action

• Under Actions to be performed, select:

  • Action Type: Marketplace Actions

  • Action: Send WA Message

  • Choose the WhatsApp template/message from the dropdown.

You will see the connected app’s templates (Interakt/WATI) if properly integrated.

Step 8: Save & Activate

• Click Save & Activate to deploy your workflow.

• It will now send WhatsApp messages via the Marketplace app when leads matching the criteria are created.

Use Cases

Use Case	Description
Auto-lead creation from WhatsApp	Trigger when WhatsApp message is received to create a new Lead
Assign high-value leads from payment gateway	Trigger based on payment confirmation from Razorpay and auto-assign to AE
Tag leads after email reply (from Mailchimp or Mailjet)	Add tag or move stage based on email click or reply
Start follow-up workflow post webinar registration	Use Zoom or webinar tool trigger to start lead nurture process
Update contact info from marketing platform (e.g., HubSpot)	Sync updated email or name automatically via trigger
Send notification to rep when user replies on WhatsApp	Alert internal user if customer replies through app

Benefits

Best Practices

• Ensure email/phone mapping between app contacts and CRM contacts for reliable identification.

• Use tags or notes to track which app triggered the workflow for auditing.

• Combine with custom fields or lead scoring to prioritize leads from app triggers.

• Use webhooks for more advanced integration or chaining multiple apps.

Conclusion

Marketplace App Triggers in Kylas open a world of interconnected automation. By linking third-party actions with Kylas workflows, businesses can save time, enhance productivity, and ensure no important interaction is missed. Whether you're handling WhatsApp leads, email campaigns, or payment updates, these triggers let you keep your CRM workflows always in sync with external tools.

Start building smarter automations by exploring which of your installed apps support triggers—and empower your sales and support teams like never before.