Integrate Clientify with Clinked
Send information between Clientify and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Clinked whenever a new task is initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Clinked every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Clinked.
Set up a new task in Clinked whenever a new task is initiated in Clientify
Clientify + Clinked
Build your own integrations between Clientify and Clinked
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Supported triggers and actions
Integrate Clientify and Clinked 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
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 note
Creates a new note
Create event
Creates a new event
Create member
Creates a new member
Create group
Creates a new group
Create or update folder
Creates a new folder or updates an existing folder
Create discussion
Creates a new discussion
Create task
Creates a new task
Duplicate a group
Duplicates an existing group
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group 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.
What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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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
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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