Integrate Clientify with Yanado
Send information between Clientify and Yanado automatically, without writing any code, using Zoho Flow.
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Create tasks in Yanado as tasks are initiated in Clientify
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Yanado whenever a new task is initiated in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Yanado.
Create tasks in Yanado as tasks are initiated in Clientify
Clientify + Yanado
Build your own integrations between Clientify and Yanado
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Supported triggers and actions
Integrate Clientify and Yanado 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
Email task created
Triggers when a new email task is created
Task created
Triggers when a new task is created
Comment created
Triggers when a new comment 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 task from email
Creates a new task from the specified email
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using task 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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What is Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
