Integrate Zoho Creator with Clientify
Send information between Zoho Creator and Clientify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add new Zoho Creator records as deals in Clientify
How it works
2. Zoho Flow creates a deal in Clientify.
Add new Zoho Creator records as deals in Clientify
Zoho Creator + Clientify
Build your own integrations between Zoho Creator and Clientify
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Supported triggers and actions
Integrate Zoho Creator and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record created or updated
Triggers when a new record is created or the details of an existing record are updated
Record created
Triggers when a new record is created in the selected form
Record updated
Triggers when an existing record is updated in the selected form
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 record
Creates a new record in the selected form
Add user to customer portal
Adds a user to an existing customer portal
Update record
Updates the details of an existing record in the selected form
Fetch record
Fetches the details of an existing record from the selected view
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 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.
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >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.
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