Integrate Tookan with Clientify
Send information between Tookan and Clientify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Clientify for each new order placed in Tookan
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Clientify whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Clientify.
Create a new deal in Clientify for each new order placed in Tookan
Tookan + Clientify
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Supported triggers and actions
Integrate Tookan and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
Order created
Triggers when a new order is created
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
Create appointment task
Creates a new appointment task
Create merchant
Creates a new merchant
Create pickup task
Creates a new pickup task
Create agent
Creates a new agent
Create customer
Creates a new customer
Create delivery task
Creates a new delivery task
Create pickup and delivery task
Creates a new pickup and delivery task
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 Tookan?
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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
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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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