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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
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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.
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Set up a new task in Roll whenever a new task is initiated in Clientify
Clientify + Roll
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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.
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Set up a task in Roll every time a task is added in Clientify
Clientify + Roll
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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
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Task created
Triggers when a new task is created
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Deal created
Triggers when a new deal is created
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Time record created
Triggers when a new time record is created
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Task created
Triggers when a new task is created
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Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create task
Creates a new task
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Create deal
Creates a new deal
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Create contact
Creates a new contact
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Fetch user
Fetches the details of an existing user using ID
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Create company
Creates a new company
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Create task
Creates a new task
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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.
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What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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