Integrate Clientify with Clinked
Send information between Clientify and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Clinked whenever a new task is initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Clinked every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Clinked.
Set up a new task in Clinked whenever a new task is initiated in Clientify
Clientify + Clinked
Build your own integrations between Clientify and Clinked
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Supported triggers and actions
Integrate Clientify and Clinked 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
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 group
Creates a new group
Create discussion
Creates a new discussion
Create member
Creates a new member
Duplicate a group
Duplicates an existing group
Create event
Creates a new event
Create note
Creates a new note
Create task
Creates a new task
Create or update folder
Creates a new folder or updates an existing folder
Update member
Updates the details of the specified member
Fetch group
Fetches the details of an existing group by group ID
Fetch member
Fetches the details of an existing member by username
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 Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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