Integrate Clientify with TeamWave

Send information between Clientify and TeamWave automatically, without writing any code, using Zoho Flow.

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Set up a new task in TeamWave whenever a new task is initiated in Clientify

Facilitate better time management by automating routine task scheduling. This flow will create a new task in TeamWave when a new task is created in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task in TeamWave.
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Set up a new task in TeamWave whenever a new task is initiated in Clientify

Clientify + TeamWave

Build your own integrations between Clientify and TeamWave

Connect Clientify and TeamWave with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Clientify and TeamWave using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Create contact

Creates a new contact

Fetch task

Fetches the details of an existing task using ID

Fetch company

Fetches the details of an existing company using ID

Fetch user

Fetches the details of an existing user using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Create project

Creates a new project

Create activity

Creates a new activity

Create task

Creates a new task

Create deal

Creates a new deal

Create event

Creates a new event

Create organization

Creates a new organization

Create task list

Creates a new task list

Create person

Creates a new person

Create milestone

Creates a new milestone

Update task

Updates the details of an existing task

Update organization

Updates the details of an existing organization

Update person

Updates the details of an existing person

Update deal

Updates the details of an existing deal

Update event

Update the details of an existing event

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 TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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