Integrate Clinked with Docupilot
Send information between Clinked and Docupilot automatically, without writing any code, using Zoho Flow.
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Connect Clinked and Docupilot with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported actions
Integrate Clinked and Docupilot using the below actions
All Triggers - A trigger kickstarts the flow
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create event
Creates a new event
Create member
Creates a new member
Create group
Creates a new group
Create or update folder
Creates a new folder or updates an existing folder
Create discussion
Creates a new discussion
Create task
Creates a new task
Duplicate a group
Duplicates an existing group
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group ID
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
What is Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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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.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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