Integrate ClinchPad with ProductPlan
Send information between ClinchPad and ProductPlan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and ProductPlan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
Parked bar created
Triggers when a new parked bar is created
Roadmap created
Triggers when a new roadmap is created
Planned bar created
Triggers when a new planned bar is created
External link created
Triggers when a new external link is created
All Actions - Actions are the automated tasks
Create to-do
Creates a new to-do for the specified lead
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create comment
Creates a new comment
Create external link
Creates a new external link
Create parked bar
Creates a new bar with a status of parked
Update parked bar
Updates the details of an existing parked bar
Update planned bar
Updates the details of an existing planned bar
Update external link
Updates the details of an existing external link
Fetch comment
Fetches the details of an existing comment using ID
Fetch parked bar
Fetches the details of an existing parked bar using ID
Fetch roadmap
Fetches the details of an existing roadmap using ID
Fetch planned bar
Fetches the details of an existing planned bar using ID
Fetch external link
Fetches the details of an existing external link using ID
Fetch planned bar by name
Fetches the details of an existing planned bar using planned bar name
Fetch parked bar by name
Fetches the details of an existing parked bar using parked bar name
Fetch roadmap by name
Fetches the details of an existing roadmap using roadmap name
Fetch external link by name
Fetches the details of an existing external link using external link name
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
Similar apps
What is ProductPlan?
ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.
Similar apps
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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