Workflow
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, ...
How to Send automated SMS via Kylas Workflows?
This article covers the steps to be performed to send automated SMS to Leads or Contacts. Prerequisites: Product Plans: Elevate Activities to be completed: Kylas SMS app installed and configured to send manual SMS. Please refer the following ...
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 ...