Integrate Clientify with Zoho Mail

Send information between Clientify and Zoho Mail automatically, without writing any code, using Zoho Flow.

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Initiate a welcome email using Zoho Mail when a new company is created in Clientify

Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Zoho Mail for newly created companies in Clientify.

How it works
  1. The flow triggers when a new company is created in Clientify.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Initiate a welcome email using Zoho Mail when a new company is created in Clientify

Clientify + Zoho Mail

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Supported triggers and actions

Integrate Clientify and Zoho Mail 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 received

Triggers when a new email is received

Email received from particular sender

Triggers when a new email is received from the specified email address

Email tagged

Triggers when an email is tagged.

Email matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

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 draft

Creates a new email and stores it in the draft folder

Add user to organization

Adds a new user to an existing organization

Create permalink

Creates a permalink for a specific message by ID

Create task

Creates a new task

Create folder

Creates a new folder

Send email

Creates and sends a new email

Create note

Creates a new personal note or a group note

Move email to folder

Moves an email to the selected folder

Update permalink

Updates the details of an existing permalink by message ID

Add member to group

Adds a new member to an existing organization

Apply tag on email

Applies a tag on the selected email by message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Remove permalink

Removes the specified permalink

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 Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

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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

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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