Integrate Clientify with TeamWave
Send information between Clientify and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in TeamWave whenever a new task is initiated in Clientify
Facilitate better time management by automating routine task scheduling. This flow will create a new task in TeamWave when 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 TeamWave.
Set up a new task in TeamWave whenever a new task is initiated in Clientify
Clientify + TeamWave
Build your own integrations between Clientify and TeamWave
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Supported triggers and actions
Integrate Clientify and TeamWave 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
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 person
Creates a new person
Create event
Creates a new event
Create milestone
Creates a new milestone
Create task list
Creates a new task list
Create deal
Creates a new deal
Create project
Creates a new project
Create organization
Creates a new organization
Create task
Creates a new task
Update person
Updates the details of an existing person
Update organization
Updates the details of an existing organization
Update event
Update the details of an existing event
Update deal
Updates the details of an existing deal
Update task
Updates the details of an existing 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.
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What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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