Integrate Clientify with Active Collab

Send information between Clientify and Active Collab automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Set up a new task in Active Collab whenever a new task is initiated in Clientify

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Active Collab each time a new task is created in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task in Active Collab.
+

Set up a new task in Active Collab whenever a new task is initiated in Clientify

Clientify + Active Collab

Build your own integrations between Clientify and Active Collab

Connect Clientify and Active Collab with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Task updated

Triggers when the details of an existing task is updated

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

Task list created

Triggers when a new task list is created in a project

Comment added

Triggers when a comment is added to an object

Task created

Triggers when a new task is created

Task moved

Triggers when a task is moved from one task list to another

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create deal

Creates a new deal

Create contact

Creates a new contact

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

Create task

Creates a new task

Add comment to task

Creates a new comment in the selected task

Create project

Creates a new project

Add comment to discussion

Adds a new comment to discussion

Create company

Creates a new company

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Move task

Moves the specified task to the selected task list

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch label

Fetches the details of an existing label by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch template

Fetches the details of an existing template

Fetch task

Fetches the details of an existing task

Fetch project

Fetches the details of an existing project by ID or name

Fetch category

Fetches the details of an existing category by ID or name

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.

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

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.

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

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY