Integrate Clientify with Taskworld
Send information between Clientify and Taskworld automatically, without writing any code, using Zoho Flow.
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Set up tasks in Taskworld when new tasks are initiated in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Taskworld each time a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Taskworld.
Set up tasks in Taskworld when new tasks are initiated in Clientify
Clientify + Taskworld
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Supported triggers and actions
Integrate Clientify and Taskworld 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
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 message
Creates a message in the selected workspace
Create tag
Creates a new tag
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create project
Creates a new project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified 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.
Similar apps
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
