Integrate Neaktor with ClinchPad
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Supported triggers and actions
Integrate Neaktor and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task status completed
Triggers when a task status is marked complete
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is updated
Task created
Triggers when a new task is created
Task comment added
Triggers when a new task comment is added
Assignee changed
Triggers when the assignee is changed
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create task
Creates a new task using the specified task model
Add project managers
Adds project managers to the specified project
Create event
Creates a new event
Create reminder
Creates a new reminder
Create project
Creates a new project using the specified module
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch user
Fetches the details of an existing user using email address
Fetch project
Fetches the details of an existing project using ID or key
Create to-do
Creates a new to-do for the specified lead
Create a lead
Creates a new lead
Create note
Creates a new note 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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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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.
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