Integrate Clientify with Wrike

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Set up tasks in Wrike when new tasks are initiated in Clientify

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Wrike each time a new task is created in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
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Set up tasks in Wrike when new tasks are initiated in Clientify

Clientify + Wrike

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Supported triggers and actions

Integrate Clientify and Wrike 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

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Comment added for task

Triggers when a new comment is added for a task

Folder or project created

Triggers when a new folder or project is created

Task status updated

Triggers when the status of a task is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Task event occurred

Triggers when an event has occurred in a task

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Task created

Triggers when a new task 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 project

Creates a new project under the selected folder

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Add comment to task

Adds a comment to the specified task

Add comment to folder or project

Adds a comment to the selected folder or project

Create time log entry

Creates a new time log entry for the specified task

Fetch user

Fetches the details of an existing user

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or 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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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 >

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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