Integrate Clientify with Favro
Send information between Clientify and Favro automatically, without writing any code, using Zoho Flow.
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Create tasks in Favro as tasks are initiated in Clientify
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Favro every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in a card in Favro.
Create tasks in Favro as tasks are initiated in Clientify
Clientify + Favro
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Supported triggers and actions
Integrate Clientify and Favro 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
Task created
Triggers when a new task is created in a card
Card created
Triggers when a card is created
Card committed
Triggers when a card is committed to another widget
Card moved
Triggers when a card is moved on a widget
Card updated
Triggers when any field (except comments) of a card is changed
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 contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
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
Create task list
Create a new task list in card
Create card
Creates a new card
Create task
Creates a new task in a card
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 Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow streamlined our entire lead operation, from collection to distribution. The time and resources it saved us compared to building custom integrations is enormous. Zoho Flow has truly been a game changer for us.
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Director and CEO, OpIndia (online news publishing house)
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
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Business Controller & Process Transformation Manager, QPayPro
With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Package Mate
