Integrate Clientify with Agiled

Send information between Clientify and Agiled automatically, without writing any code, using Zoho Flow.

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Create a new task in Agiled each time a new task is created in Clientify

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Agiled each time a new task is created in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task in Agiled.
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Create a new task in Agiled each time a new task is created in Clientify

Clientify + Agiled

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Create a task in Agiled as soon as a task is created in Clientify

Track the time spent on each task by creating a record in your business management platform. This flow will create a task in Agiled upon the addition of a task in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task in Agiled.
+

Create a task in Agiled as soon as a task is created in Clientify

Clientify + Agiled

Build your own integrations between Clientify and Agiled

Connect Clientify and Agiled with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create deal

Creates a new deal

Fetch user

Fetches the details of an existing user using ID

Fetch company

Fetches the details of an existing company using ID

Fetch task

Fetches the details of an existing task using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch contact

Fetches the details of an existing contact using ID

Create client

Creates a new client

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Create lead

Creates a new lead

Create product

Creates a new product

Create contract

Creates a new contract

Update project

Updates the details of an existing project

Update contract

Updates the details of an existing contract

Update product

Updates the details of an existing product

Update employee

Updates the details of an existing employee

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

What is Clientify?

Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.

What is Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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