Integrate Clientify with JobNimbus
Send information between Clientify and JobNimbus automatically, without writing any code, using Zoho Flow.
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Set up tasks in JobNimbus when new tasks are initiated in Clientify
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to JobNimbus 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 JobNimbus.
Set up tasks in JobNimbus when new tasks are initiated in Clientify
Clientify + JobNimbus
Build your own integrations between Clientify and JobNimbus
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Supported triggers and actions
Integrate Clientify and JobNimbus 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
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Task created or updated
Triggers when a task is created or updated
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created
Triggers when a new job is created
Task created
Triggers when a new task is created
Activity updated
Triggers when the details of an existing activity are updated
Job updated
Triggers when the details of an existing job are updated
Job created or updated
Triggers when a job is created or updated
Task updated
Triggers when the details of an existing task are updated
Activity created
Triggers when a new activity 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 activity
Creates a new activity
Create contact
Creates a new contact
Create task
Creates a new task
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update job
Updates the details of an existing job
Update activity
Updates the details of an existing activity
Update task
Updates the details of an existing task
Fetch job
Fetches the details of an existing job using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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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Owain ap Rees
Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
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
