Integrate Clientify with Active Collab
Send information between Clientify and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Active Collab whenever a new task is initiated in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Active Collab each time a new task is created in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Active Collab.
Set up a new task in Active Collab whenever a new task is initiated in Clientify
Clientify + Active Collab
Build your own integrations between Clientify and Active Collab
Connect Clientify and Active Collab 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 Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task updated
Triggers when the details of an existing task is updated
Task moved
Triggers when a task is moved from one task list to another
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user 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 contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create project
Creates a new project
Create task
Creates a new task
Create company
Creates a new company
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
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 Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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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
