Integrate Zoho People with Clientify
Send information between Zoho People and Clientify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho People and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record approved
Triggers when a record is approved
Record canceled
Triggers when a record is canceled
Record updated
Triggers when an existing record is updated
Record created or updated
Triggers when a record is created or updated in the selected form
Record created
Triggers when a new record is created in the selected form
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create announcement
Creates a new announcement
Create attendance entry
Creates a check-in and/or check-out time entry
Create time log entry
Creates a new time log entry
Cancel leave
Cancels an existing leave
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Add employee feedback
Adds a new feedback for the employee
Add check-in and check-out entry
Adds automated check-in and check-out entries to track attendance
Create record
Creates a new record in the selected form
Add employee
Adds a new employee
Add case
Adds a new record in the HR cases module
Reject record
Rejects the pending records
Update time log entry
Updates an existing time log entry
Update project
Updates the details of an existing project
Approve record
Approves the pending records
Update record
Updates the details of an existing record
Get user availability
Gets the office availability of the specified user
Fetch time log entry
Fetches the details of an existing time log entry
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch announcement
Fetches the details of an existing announcement by ID or search term
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Fetch record
Fetches the details of an existing record by field value
Fetch employee
Fetches the details of an existing employee by email address or employee ID
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch task
Fetches the details of an existing task 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.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
