Integrate Clientify with Apptio Targetprocess
Send information between Clientify and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.
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Set up tasks in Apptio Targetprocess when new tasks are initiated in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Apptio Targetprocess whenever a new task is initiated in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Apptio Targetprocess.
Set up tasks in Apptio Targetprocess when new tasks are initiated in Clientify
Clientify + Apptio Targetprocess
Build your own integrations between Clientify and Apptio Targetprocess
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Supported triggers and actions
Integrate Clientify and Apptio Targetprocess 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
New comment
Triggers when a new comment is added
New bug
Triggers when a new bug is created
New task
Triggers when a new task is created
New build
Triggers when a new build is created
New iteration
Triggers when a new iteration is added
New request
Triggers when a new request is created
New feature
Triggers when new feature is created
New release
Triggers when a new release is created
New time record
Triggers when a new time record is created
New user story
Triggers when a new user story is created
New project
Triggers when a new project is created
New team iteration
Triggers when a new team iteration is added
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 request
Creates a new request
Add requester to request
Creates a new requester and adds them to an existing request
Create build
Creates a new build
Add comment
Adds a new comment to an existing entity
Create user story
Creates a new user story
Create time record
Creates a new time record
Create bug
Creates a new bug
Create feature
Creates a new feature
Create task
Creates a new task
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.
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What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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