Integrate Clientify with JobNimbus

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

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Set up tasks in JobNimbus when new tasks are initiated in Clientify

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to JobNimbus every time a new task is added 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 JobNimbus.
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Set up tasks in JobNimbus when new tasks are initiated in Clientify

Clientify + JobNimbus

Build your own integrations between Clientify and JobNimbus

Connect Clientify and JobNimbus 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 JobNimbus 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

Activity created or updated

Triggers when an activity is created or updated

Contact created or updated

Triggers when a contact is created or updated

Job created or updated

Triggers when a job is created or updated

Task created or updated

Triggers when a task is created or updated

Contact created

Triggers when a new contact is created

Task updated

Triggers when the details of an existing task are updated

Activity updated

Triggers when the details of an existing activity are updated

Contact updated

Triggers when the details of an existing contact are updated

Activity created

Triggers when a new activity is created

Job updated

Triggers when the details of an existing job are updated

Job created

Triggers when a new job 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 task

Creates a new task

Create contact

Creates a new contact

Create activity

Creates a new activity

Create job

Creates a new job

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update activity

Updates the details of an existing activity

Update job

Updates the details of an existing job

Fetch task

Fetches the details of an existing task using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch job

Fetches the details of an existing job using ID

Fetch contact

Fetches the details of an existing contact using 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 JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

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.

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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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