Integrate ClinchPad with Process Street
Send information between ClinchPad and Process Street automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Process Street using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
Task checked
Triggers when a task is checked
Workflow run completed
Triggers when a workflow run is completed
Task ready
Triggers when a task is ready
Workflow run created
Triggers when a new workflow run is created
Data set event occoured
Triggers when a data set event occurs
Task unchecked
Triggers when a task is unchecked
Task checked or unchecked
Triggers when a task is checked or unchecked
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create data set record
Creates a new data set record
Run workflow
Runs a workflow
Update task
Updates the details of an existing task
Update data set record
Updates the details of an existing data set record
Fetch task
Fetches the details of an existing task
Fetch data set record
Fetches the details of an existing data set record
Fetch workflow run
Fetches the details of an existing workflow run by ID or name
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 Process Street?
Process Street is a process management platform that helps businesses create workflows, manage projects, gather insights, create data sets, and more.
Similar apps
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.
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Toto
Technical Engineer, Master Liveaboards
