Integrate Clientify with Roll
Send information between Clientify and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Roll whenever a new task is initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Roll 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 new task in Roll.
Set up a new task in Roll whenever a new task is initiated in Clientify
Clientify + Roll
Set up a task in Roll every time a task is added in Clientify
Efficiently manage deadlines by logging all tasks in your project management app. This flow will create a task in Roll as soon as a task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Roll.
Set up a task in Roll every time a task is added in Clientify
Clientify + Roll
Build your own integrations between Clientify and Roll
Connect Clientify and Roll 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 Roll 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
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project 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 company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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 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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
