Integrate Clientify with Zoho Creator
Send information between Clientify and Zoho Creator automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add new Zoho Creator records as deals in Clientify
How it works
2. Zoho Flow creates a deal in Clientify.
Add new Zoho Creator records as deals in Clientify
Zoho Creator + Clientify
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Supported triggers and actions
Integrate Clientify and Zoho Creator using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Record created
Triggers when a new record is created in the selected form
Record updated
Triggers when an existing record is updated in the selected form
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
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
Create record
Creates a new record in the selected form
Update record
Updates the details of an existing record in the selected form
Fetch record
Fetches the details of an existing record from the selected view
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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