Integrate Clientify with Flow
Send information between Clientify and Flow automatically, without writing any code, using Zoho Flow.
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Create tasks in Flow as tasks are initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Flow 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 the selected workspace in Flow.
Create tasks in Flow as tasks are initiated in Clientify
Clientify + Flow
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Supported triggers and actions
Integrate Clientify and Flow 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
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
Project updated
Triggers when the details of an existing project are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
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 task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected 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.
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
