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ClinchPad supports following triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a to-do is created
Lead won
Triggers when an existing lead is marked as won
Lead lost
Triggers when an existing lead is marked as lost
Lead created
Triggers when a new lead is created
Note added
Triggers when a note is added to a lead
All Actions - Action are the automated tasks
Create to-do
Creates a new to-do for the specified lead
Create note
Creates a new note for the specified lead
Create a lead
Creates a new 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 Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.”
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