Integrate Tookan with Clientify
Send information between Tookan and Clientify automatically, without writing any code, using Zoho Flow.
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Create a new deal in Clientify for each new order placed in Tookan
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Clientify whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Clientify.
Create a new deal in Clientify for each new order placed in Tookan
Tookan + Clientify
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Supported triggers and actions
Integrate Tookan and Clientify using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
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 pickup task
Creates a new pickup task
Create pickup and delivery task
Creates a new pickup and delivery task
Create appointment task
Creates a new appointment task
Create delivery task
Creates a new delivery task
Create merchant
Creates a new merchant
Create agent
Creates a new agent
Create customer
Creates a new customer
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
What is Tookan?
Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.
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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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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.
Learn more >Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Syncify
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, CASIOPE
We used to discover new signups only once a week. With Zoho Flow, we are notified instantly and can reach out to clients much faster, enabling us offering them bespoke solutions.
Graham Todd
Director of Operations and Sales, Zecomy
