Workflow
How to Copy Marketplace App Variables to Kylas Fields Using Workflow
Kylas CRM allows you to automate updates in lead/deal fields based on Marketplace App Triggers—like Payment Success, Form Submission, etc. You can fetch values from the marketplace variables and map them into any Kylas CRM field using the Edit Field ...
How to Use Marketplace App Triggers in Kylas Workflows
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 ...
How to Share Any Record with Other Users Using Kylas Workflow
Kylas CRM empowers users to automate repetitive tasks through workflow automation, one of which is sharing records like Leads, Deals, or Contacts with other users in the organization. This automation is especially useful when lead ownership needs to ...
How to create time based workflow (delayed action)
Time-based workflows—also known as delayed actions—allow you to automate follow-ups or actions after a specific time has passed since a trigger event. This is especially useful for scheduling emails, task creation, lead follow-ups, and more. ...
How to execute another workflow as trigger in Kylas
Workflows in Kylas are designed to automate repetitive actions across the sales process. You can create custom rules using Triggers, Conditions, and Actions, allowing the system to automatically perform specific tasks when defined events occur. This ...
How to reassign the records using workflow?
How to reassign the records using workflow? Prerequisites 1. Permissions: Any user with Basic (Create) and Admin (Read All and Update All workflows) access. 2. Product Plans: Available on Elevate plan. 3. Activities to be Completed: Automations on ...
How to View Workflow Execution Logs in Kylas CRM
Kylas CRM provides visibility into the execution of all your automated workflows through the Workflow Action Logs. This section helps you track which workflows were triggered, what actions were performed, and whether they were successful. It's an ...
How to Set up Workflow for Auto-Converting Leads
Workflows in Kylas allow users to automate repetitive tasks within the sales process. You can define rules using Triggers, Conditions, and Actions—so when specific conditions are met, Kylas performs the desired task automatically. This not only saves ...
How to Create Workflow on Task
Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write custom Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
How to Create Workflow on Call Logs
Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write custom Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
How to Create Workflow on Meeting
Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write custom Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
How to edit/update worflows
Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write some Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
How to create time based workflow (delayed action)
Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write some Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
How to activate Workflows?
Workflows in Kylas are a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, Prerequisites Permissions: Any user ...
How to Activate or Deactivate workflow after Creation?
Workflows in Kylas are a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, Prerequisites Permissions: Any user ...
How to Create webhooks using Kylas workflow ?
Webhooks are user-defined HTTP callbacks that are triggered based on some event in one system and send data to another system API. Prerequisites Permissions: Any user with access to Create/Update workflows Product Plans: Elevate. Activities to be ...
What are the different triggers available in Kylas for workflow?
Triggers are the set of events that take place in the system based on which a workflow starts its execution. There are two types of Event-based triggers available in Kylas: User has the ability to choose trigger based on both Immediate and delayed ...
How to create a workflow in Kylas CRM?
This article covers the steps to be followed and the pre-requisites for creating a workflow in Kylas CRM. Prerequisites Permissions: Any user with access to Control Center along with the permission to Create to workflow and read access on required ...
How to send Emails using Kylas workflow?
Workflows in Kylas is a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, Prerequisites Permissions: Any user ...
How to create Tasks using Kylas workflow?
Workflows in Kylas is a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, Prerequisites Permissions: Any user ...
What is a Workflow?
Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write some Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
Popular Articles
What is Kylas?
Kylas is a saas based CRM which is developed, maintained and owned by K2V2 TECHNOLOGIES PRIVATE LIMITED. A CRM is primarily a centralized database for recording, organizing and processing data related to a company's sales activities. The major ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
What is a team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...