Integrate Mattermark with Flowlu
Send information between Mattermark and Flowlu automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mattermark and Flowlu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Issue created
Triggers when a new issue is created
Sales opportunity created
Triggers when a new sales opportunity is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Invoice paid
Triggers when an invoice payment is made
Account created
Triggers when a new account is created
All Actions - Actions are the automated tasks
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch company
Fetches the details of an existing company using ID, name, or domain
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Create account
Creates a new account
Create project
Creates a new project
Create sales opportunity
Creates a new sales opportunity
Create invoice
Creates a new invoice
Create task
Creates a new task
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update sales opportunity
Updates the details of an existing sales opportunity
Update account
Updates the details of an existing account
Fetch task
Fetches the details of an existing task by task ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch account
Fetches the details of an existing account by account ID
Fetch project
Fetches the details of an existing project by project ID
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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What is Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, 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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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