Integrate Clientify with noCRM.io
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Supported triggers and actions
Integrate Clientify and noCRM.io 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
Unassigned lead created
Triggers when a lead is created and unassigned
Manual trigger
Triggers when the conditions set up in noCRM.io are satisfied
Lead created
Triggers when a new lead is created
Lead content updated
Triggers when the content of a lead is updated
Lead step updated
Triggers when a lead is updated to the selected step
Lead deleted
Triggers when a lead is deleted
Lead status updated
Triggers when a lead is updated to the selected status
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 lead
Creates a new lead
Create row
Creates a new row for the specified prospect
Add amount and probability
Adds the amount and probability details for a lead
Add comment
Adds a new comment to the specified lead
Update lead status
Updates the status of the specified lead
Add tags
Adds tags to the specified lead
Update lead step
Updates the step of the specified lead
Fetch lead
Fetches details of an existing lead by email address
Fetch prospecting list
Fetches details of an existing prospecting list by title
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.
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What is noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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