Integrate ClinchPad with SimpleCert
Send information between ClinchPad and SimpleCert automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and SimpleCert using the below triggers and actions
All Triggers - A trigger kickstarts the flow
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
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
Project created
Triggers when a new project 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
Add recipient
Adds a new recipient in the specified project
Create project
Creates a new project
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 SimpleCert?
SimpleCert is a complete and easy to use Certificate Management System. It lets you build personalized certificate and email templates, send emails to your recipients with links to download their certificates, and more.
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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