Integrate Clientify with noCRM.io

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

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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.

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.

CRM

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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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