Integrate Clientify with Office 365

Send information between Clientify and Office 365 automatically, without writing any code, using Zoho Flow.

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Send a welcome email using Office 365 when a new company is created in Clientify

Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Office 365 to new companies created in Clientify.

How it works
  1. The flow triggers when a new company is created in Clientify.
  2. Zoho Flow creates and sends an email to a recipient in Office 365.
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Send a welcome email using Office 365 when a new company is created in Clientify

Clientify + Office 365

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Create a new contact is in Office 365 each time a new contact is created in Clientify

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Office 365 each time a new contact is created in Clientify.

How it works
  1. The flow triggers when a new contact is created in Clientify.
  2. Zoho Flow creates a new contact in Office 365.
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Create a new contact is in Office 365 each time a new contact is created in Clientify

Clientify + Office 365

Build your own integrations between Clientify and Office 365

Connect Clientify and Office 365 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 Office 365 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

Event updated

Triggers when any detail of an existing event is updated

Contact added

Triggers when a new contact is added

Calendar added

Triggers when a new calendar is added

Email received

Triggers when a new email is received

Event added

Triggers when a new event is added in the selected calendar

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 contact

Creates a new contact

Send email

Creates and sends an email to a recipient

Add user

Adds a new account user

Create event

Creates a new event in the selected calendar

Update event

Updates the details of an existing event by ID

Update user

Updates the details of a user by ID

Update contact

Updates the details of an existing contact by ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch user

Fetches the details of a user by display name

Invite user

Invites the specified user to your group

Find contact folder

Finds a contact folder using name

Fetch contact

Fetches the details of an existing contact by 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 Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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