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Integrate Clientify with TeamGrid
Send information between Clientify and TeamGrid 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 TeamGrid whenever a new task is initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in TeamGrid 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 TeamGrid.
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Set up a new task in TeamGrid whenever a new task is initiated in Clientify
Clientify + TeamGrid
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Build your own integrations between Clientify and TeamGrid
Connect Clientify and TeamGrid 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 TeamGrid 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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Project completed
Triggers when a project is completed
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Task completed
Triggers when task is completed
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Project created
Triggers when a new project is created
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Task created
Triggers when a task is created
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Contact created
Triggers when a new contact 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 project
Creates a new project
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Complete project
Completes an existing project
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Create task
Creates a new task
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Complete task
Completes an existing task
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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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