Integrate Clientify with Breeze

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

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Set up a new task in Breeze whenever a new task is initiated in Clientify

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Breeze when 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 Breeze.
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Set up a new task in Breeze whenever a new task is initiated in Clientify

Clientify + Breeze

Build your own integrations between Clientify and Breeze

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Supported triggers and actions

Integrate Clientify and Breeze 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

Task updated

Triggers when a task is updated

Project created

Triggers when a new project is created

Task created

Triggers when a new task 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 to-do list

Creates a new to-do list for a task

Create task

Creates a new task

Create project

Creates a new project

Create to-do

Creates a new to-do in to-do list

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 Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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.

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Custom functions

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

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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

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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