Integrate Tallyfy with ClinchPad
Send information between Tallyfy and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Tallyfy and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
All Actions - Actions are the automated tasks
Start process
Starts a new process using a template
Create task
Creates a new task
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
What is Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
Similar apps
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.
Learn more >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 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
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
