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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 "Completed Task" from BasicOps.

Add your action

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

You’re connected!

Zapier seamlessly connects BasicOps 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.

- Project
- Section
Trigger
Instant
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- Project
Trigger
Instant
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New User
Triggers when a new user is added.
Trigger
Instant
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- Project Name
  Required
- Description
- Attachments
Action
Write
- Section Name
  Required
Action
Write

- Project Name
  Required
- Description
- Due date
- Attachments
Action
Write
- Section
- Section Name
  Required
Action
Write

- Project
Action
Search
- Section Name
  Required
Action
Search
- User ID, Name or Email Address
  Required
Action
Search
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
- First Name
- Last Name
  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
- Products
- Owner
- Sub Source
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Content
- UTM Term
Action
Write

New Project
Triggers when a new project is created.
Trigger
Instant
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- Project
- Section
Trigger
Instant
Try It
- Project
- Section
- Field
Trigger
Instant
Try It
- Project Name
  Required
Action
Write
- Parent Task
  Required
- Project Name
  Required
- Description
- Due date
- Attachments
Action
Write
- Project
- Project Name
  Required
- Description
- Attachments
Action
Write
- Task
  Required
- Project Name
  Required
- Description
- Due date
- Attachments
Action
Write
- Section Name
  Required
Action
Search
- Project
Action
Search
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
- Section 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
- Section Name
  Required
- Associated Contact Email
- Associated Contact Phone Number
- Associated Contact Name
- Owner
- 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
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BasicOps 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 BasicOps 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 BasicOps

BasicOps is the online project management tool that empowers hybrid teams to collaborate on projects, tasks, files and notes all in one place and in real time.

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Related categories

Productivity

About Kylas CRM

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