Integrate Clientify with Yodiz
Send information between Clientify and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Yodiz each time a new task is created in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Yodiz 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 the selected user story in Yodiz.
Create a new task in Yodiz each time a new task is created in Clientify
Clientify + Yodiz
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Supported triggers and actions
Integrate Clientify and Yodiz 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
User story created
Triggers when a new user story is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
Epic created
Triggers when a new epic 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
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Update issue
Updates the details of an existing issue
Create epic
Creates a new epic
Create issue
Creates a new issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update task
Updates the details of 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.
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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 >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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