Integrate Clientify with Clinked

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

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

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Clinked every time a new task is added 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 Clinked.
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Set up a new task in Clinked whenever a new task is initiated in Clientify

Clientify + Clinked

Build your own integrations between Clientify and Clinked

Connect Clientify and Clinked with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and Clinked 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

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 discussion

Creates a new discussion

Duplicate a group

Duplicates an existing group

Create task

Creates a new task

Create member

Creates a new member

Create event

Creates a new event

Create or update folder

Creates a new folder or updates an existing folder

Create group

Creates a new group

Create note

Creates a new note

Update member

Updates the details of the specified member

Fetch member

Fetches the details of an existing member by username

Fetch group

Fetches the details of an existing group by group ID

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 Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.

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 glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Master Liveaboards

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Alebat Education

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