Integrate SalesBinder with ClinchPad
Send information between SalesBinder and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SalesBinder and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
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
All Actions - Actions are the automated tasks
Create account
Creates a new account (customer, prospect or supplier)
Create contact
Creates a new contact
Create inventory item
Creates a new inventory item
Create notes
Creates a new note to selected record
Update inventory item
Updates the details of an existing inventory item
Update contact
Updates the details of an existing contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Fetch contact
Fetches the details of an existing contact using ID
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Fetch inventory item
Fetches the details of an existing inventory item
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
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
What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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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.
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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Endless integrations. End to manual work.
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