Integrate Clientify with DoneDone
Send information between Clientify and DoneDone automatically, without writing any code, using Zoho Flow.
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Create tasks in DoneDone as tasks are initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in DoneDone when a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a task in the selected project in DoneDone.
Create tasks in DoneDone as tasks are initiated in Clientify
Clientify + DoneDone
Build your own integrations between Clientify and DoneDone
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Supported triggers and actions
Integrate Clientify and DoneDone 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 created
Triggers when a new task is created in the selected project
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 task in the selected project
Add comment
Adds a comment to the specified task
Create project
Creates a new project
Update task priority
Updates the priority of the specified task
Update task status
Updates the status of the specified task
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.
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What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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