Integrate Order Desk with Clientify
Send information between Order Desk and Clientify automatically, without writing any code, using Zoho Flow.
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Create a new deal in Clientify for every new order created in Order Desk
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Clientify for every new order placed through Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new deal in Clientify.
Create a new deal in Clientify for every new order created in Order Desk
Order Desk + Clientify
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Supported triggers and actions
Integrate Order Desk and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
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
Add shipment
Adds a shipment to an order at Order Desk
Create order
Creates a new order
Change folder
Moves the specified order to a different folder
Update order
Updates the details of an existing order using order ID
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
What is Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
Similar apps
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.
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 >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
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
