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ClinchPad supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
All Actions - Action are the automated tasks
Create a lead
Creates a new lead
Create note
Creates a new note for the specified 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 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.
Categories : CRM
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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