

Integrate Clientify with Taskworld
Send information between Clientify and Taskworld automatically, without writing any code, using Zoho Flow.
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Set up tasks in Taskworld when new tasks are initiated in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Taskworld each time 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 Taskworld.


Set up tasks in Taskworld when new tasks are initiated in Clientify
Clientify + Taskworld

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Supported triggers and actions
Integrate Clientify and Taskworld 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

Project created
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 message
Creates a message in the selected workspace

Create tag
Creates a new tag

Add task to task list
Adds a task to a task list in the specified project and workspace

Create task
Creates a new task

Create project
Creates a new project

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Fetch task
Fetches the details of an existing task

Fetch tag
Fetches the details of an existing tag

Fetch user
Fetches the details of an existing user

Remove tag from task
Removes an existing tag from the specified 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 Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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