Integrate Clientify with Microsoft Teams

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

Build your own integrations between Clientify and Microsoft Teams

Connect Clientify and Microsoft Teams with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Microsoft Teams using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Event created

Triggers when a new event is created

Channel created

Triggers when a new channel is created in the selected team

All Actions - Actions are the automated tasks

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Fetch user

Fetches the details of an existing user using ID

Fetch task

Fetches the details of an existing task using ID

Create event

Creates a new event

Add user to channel

Adds the specified user to a channel

Create channel

Creates a new channel in the selected team

Post message to chat

Posts a message to the specified chat

Post message to channel

Posts a message in the selected channel

Update event

Updates the details of an existing event

Fetch user by name or email

Fetches user by name or email

Fetch channel

Fetches a channel by it's name

Fetch chat by display name or email

Fetches a one-on-one chat by display name or email address

Cancel event

Cancels the specified event

Fetch event

Fetches the details of an existing event by title or 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 Microsoft Teams?

Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat.

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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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

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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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