Integrate Clientify with Zoho Writer
Send information between Clientify and Zoho Writer automatically, without writing any code, using Zoho Flow.
Build your own integrations between Clientify and Zoho Writer
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Supported triggers and actions
Integrate Clientify and Zoho Writer 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
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document edited
Triggers when an existing document is edited
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 document
Creates a new document with the given text
Merge and email document
Creates a merged document with the selected template and sends it through email
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge and store document
Creates a merged document with the selected template and stores it
Send document for signature
Sends the specified document for electronic signature
Merge and sign document
Creates a merged document with the selected template and signs it
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Upload document
Uploads the selected document and optionally to the selected folder
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark final status
Marks or unmarks the status of the specified document as final
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.
Similar apps
What is Zoho Writer?
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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.
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