

Integrate Clientify with Forecast
Send information between Clientify and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create tasks in Forecast as tasks are initiated in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Forecast when a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Forecast.


Create tasks in Forecast as tasks are initiated in Clientify
Clientify + Forecast

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Supported triggers and actions
Integrate Clientify and Forecast 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

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project is created
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 project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
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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What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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