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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Chat Transcript" from Formilla.

Add your action

An action happens after the trigger—such as "Create Company" in Kylas CRM.

You’re connected!

Zapier seamlessly connects Formilla and Kylas CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Chat Transcript
Triggers when a chat ends.
Trigger
Instant
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Offline Email
Triggers when a new offline email is submitted.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Updated
Triggers when a new deal is generated in the system.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated in Kylas CRM.
Trigger
Instant
Try It

- Salutation
- First Name
- Last Name
  Required
- Phone Number
- Email Address
- Address
- City
- State
- Country
- Timezone
- Zipcode
- LinkedIn
- Facebook
- Twitter
- Department
- Designation
- Company
- Owner
- Campaign
- Source
- Sub Source
- UTM Campaign
- UTM Source
- UTM Medium
- UTM Content
- UTM Term
Action
Write
- Salutation
- Firstname
- Lastname
  Required
- Email Address
- Phone Number
- Address
- City
- State
- Country
- Zipcode
- Timezone
- Department
- Designation
- Company Name
- Industry
- Business Type
- Company Employees
- Company Address
- Company City
- Company State
- Company Zipcode
- Company Website
- Source
- Facebook
- LinkedIn
- Twitter
- Campaign
- Company Country
- Company Annual Revenue
- Company Phones
- Requirement
- Currency
- Budget
- Product
- Owner
- Sub Source
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Content
- UTM Term
Action
Write

New Subscriber
Triggers when a new subscriber is submitted.
Trigger
Instant
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New Contact
Triggers when a new contact is added in Kylas CRM.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is generated in the system.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is generated in the system.
Trigger
Instant
Try It
- Company Name
  Required
- Number of Emplyees
- Industry
- Business Type
- Timezone
- Website
- Phone Number
- Email Address
- Address
- City
- State
- Zipcode
- Country
- Currency
- Annual Revenue
- Facebook
- Twitter
- LinkedIn
- Owner
Action
Write
- Name
  Required
- Associated Contact Email
- Associated Contact Phone Number
- Associated Contact Name
- Owned By
  Required
- Company
- Products
- Product Discount
- Product Quantity
- Estimated Value
  Required
- Currency
- Campaign
- Source
- Sub Source
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Content
- UTM Term
Action
Write
- Company Name
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Formilla and Kylas CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Formilla to Kylas CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

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Related categories

Customer Support

About Kylas CRM

Kylas is a CRM that helps you to manage your sales process.