Integrate Clientify with Neaktor

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

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Set up a new task in Neaktor whenever a new task is initiated in Clientify

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Neaktor every time a new task is added in Clientify.

How it works
  1. The flow triggers when a new task is created in Clientify.
  2. Zoho Flow creates a new task using the specified task model in Neaktor.
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Set up a new task in Neaktor whenever a new task is initiated in Clientify

Clientify + Neaktor

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Supported triggers and actions

Integrate Clientify and Neaktor 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

Task created

Triggers when a new task is created

Task status updated

Triggers when the details of an existing task is updated

Assignee changed

Triggers when the assignee is changed

Task comment added

Triggers when a new task comment is added

Task status completed

Triggers when a task status is marked complete

Task deleted

Triggers when a task is deleted

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

Create reminder

Creates a new reminder

Create event

Creates a new event

Create project

Creates a new project using the specified module

Add project managers

Adds project managers to the specified project

Create task

Creates a new task using the specified task model

Update task

Updates the details of an existing task using ID or IDx

Update project

Updates the details of an existing project

Update event

Updates the details of an event

Fetch user

Fetches the details of an existing user using email address

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch project

Fetches the details of an existing project using ID or key

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

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 Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

Project Management

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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