Integrate ProWorkflow with Customerly
Send information between ProWorkflow and Customerly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ProWorkflow and Customerly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Create or update user
Creates or updates a user
Send message
Sends a message to the specified email address
Create or update lead
Creates or updates a lead
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
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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What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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