Integrate SureMembers with Clientify
Send information between SureMembers and Clientify automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SureMembers and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User added to access group
Triggers when a user is added to the selected access group
User removed from access group
Triggers when a user is removed from the selected access group
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
All Actions - Actions are the automated tasks
Add user to access group
Adds user to access group
Remove user from access group
Removes user from access group
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
What is SureMembers?
SureMembers is a membership management WordPress plugin that enables users to restrict and manage content on their WordPress site.
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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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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
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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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