Integrate Clientify with SpringEdge
Send information between Clientify and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in SpringEdge for a newly added contact in Clientify
Instantly engage new CRM contacts with an automated welcome email. This workflow ensures that a welcome email is sent in SpringEdge whenever a new contact is added in Clientify.
How it works
- The flow triggers when a new contact is created in Clientify.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Send a greeting email in SpringEdge for a newly added contact in Clientify
Clientify + SpringEdge
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Supported triggers and actions
Integrate Clientify and SpringEdge 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
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
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message 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.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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