Integrate Clientify with Breeze

Send information between Clientify and Breeze automatically, without writing any code, using Zoho Flow.

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Set up a new task in Breeze whenever a new task is initiated in Clientify

Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Breeze when a new task is created in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task in Breeze.
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Set up a new task in Breeze whenever a new task is initiated in Clientify

Clientify + Breeze

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Supported triggers and actions

Integrate Clientify and Breeze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Task updated

Triggers when a task is updated

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact

Creates a new contact

Create task

Creates a new task

Fetch company

Fetches the details of an existing company using ID

Fetch task

Fetches the details of an existing task using ID

Fetch user

Fetches the details of an existing user 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 task

Creates a new task

Create project

Creates a new project

Create to-do

Creates a new to-do in to-do list

Create to-do list

Creates a new to-do list for a task

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.

What is Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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.

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Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.

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Operations Manager, Package Mate

Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, Package Mate

The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.

Luis Carlos Palacios Moreno

Deputy Director, Revenue Ranch

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