Integrate Clientify with ProWorkflow
Send information between Clientify and ProWorkflow automatically, without writing any code, using Zoho Flow.
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Generate a new contact in ProWorkflow 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 will add a new contact in ProWorkflow whenever a new contact is added in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow creates a new contact in ProWorkflow.
Generate a new contact in ProWorkflow each time a new contact is created in Clientify
Clientify + ProWorkflow
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Supported triggers and actions
Integrate Clientify and ProWorkflow 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
Company created
Triggers when a new company is added
Invoice created
Triggers when a new invoice is added
Contact created
Triggers when a new contact is added
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Project created
Triggers when a new project is added
Message created
Triggers when a new message is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task is added
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
Add invoice
Creates a new invoice
Add expense
Creates a new expense
Add contact
Creates a new contact
Add company
Creates a new company
Add project
Creates a new project
Find invoice
Fetches the details of an existing invoice
Find project
Fetches the details of an existing project
Find company
Fetches the details of an existing company by name or email address
Find contact
Fetches the details of an existing contact using username or email address
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 ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule 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
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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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
Endless integrations. End to manual work.
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