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Integrate Clientify with Yodiz
Send information between Clientify and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Yodiz each time a new task is created in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Yodiz 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 the selected user story in Yodiz.
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Create a new task in Yodiz each time a new task is created in Clientify
Clientify + Yodiz
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Build your own integrations between Clientify and Yodiz
Connect Clientify and Yodiz 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 Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Task created
Triggers when a new task is created
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Deal created
Triggers when a new deal is created
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Task created
Triggers when a new task is created in a user story
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User story created
Triggers when a new user story is created
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Epic created
Triggers when a new epic is created
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Issue created
Triggers when a new issue is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create deal
Creates a new deal
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Fetch user
Fetches the details of an existing user using ID
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Create task
Creates a new task in the selected user story
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Update user story
Updates the details of an existing user story
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Create issue
Creates a new issue
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Create epic
Creates a new epic
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Update issue
Updates the details of an existing issue
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Create user story
Creates a new user story
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Update epic
Updates the details of an existing epic
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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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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