Integrate Clientify with Office 365
Send information between Clientify and Office 365 automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Office 365 when a new company is created in Clientify
Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Office 365 to new companies created in Clientify.
How it works
- The flow triggers when a new company is created in Clientify.
- Zoho Flow creates and sends an email to a recipient in Office 365.
Send a welcome email using Office 365 when a new company is created in Clientify
Clientify + Office 365
Create a new contact is in Office 365 each time a new contact is created in Clientify
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Office 365 each time a new contact is created in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow creates a new contact in Office 365.
Create a new contact is in Office 365 each time a new contact is created in Clientify
Clientify + Office 365
Build your own integrations between Clientify and Office 365
Connect Clientify and Office 365 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 Office 365 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
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
Contact added
Triggers when a new contact is added
Calendar added
Triggers when a new calendar is added
Event updated
Triggers when any detail of an existing event 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 event
Creates a new event in the selected calendar
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
Create contact
Creates a new contact
Update user
Updates the details of an existing user by ID
Update contact
Updates the details of an existing contact by ID
Update event
Updates the details of an existing event by ID
Fetch user
Fetches the details of an existing user by display name
Find contact folder
Finds a contact folder using name
Invite user
Invites the specified user to your group
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by name
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 Office 365?
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.
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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
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.
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
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 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
