Integrate ClinchPad with Easybill
Send information between ClinchPad and Easybill automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Easybill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a to-do is created
Lead won
Triggers when an existing lead is marked as won
Lead lost
Triggers when an existing lead is marked as lost
Lead created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
New customer
Triggers when a new customer is created
New document
Triggers when a new document is created
New contact
Triggers when a new contact is created
Updated contact
Triggers when the details of an existing contact are updated
Updated customer
Triggers when the details of an existing customer are updated
All Actions - Actions are the automated tasks
Create to-do
Creates a new to-do for the specified lead
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create document
Creates a new document
Create contact
Creates a new contact
Create customer
Creates a new customer
Update contact
Updates the details of an existing contact
Fetch customer
Fetches the details of an existing customer by email address, company name, or last name
Fetch contact
Fetches the details of an existing contact for a customer by first name, last name, or email address
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
Similar apps
What is Easybill?
EasyBill is cloud-based invoicing software that allows you to set up recurring invoices, manage customers, and track time.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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