Integrate Clientify with Teamwork Projects
Send information between Clientify and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Set up tasks in Teamwork Projects when new tasks are initiated in Clientify
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Teamwork Projects every time a new task is added in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.
Set up tasks in Teamwork Projects when new tasks are initiated in Clientify
Clientify + Teamwork Projects
Build your own integrations between Clientify and Teamwork Projects
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Supported triggers and actions
Integrate Clientify and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create task
Creates a new task
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Create time entry
Creates a new time entry in the selected project
Create message
Creates a new message in the selected project
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Add person
Adds a new person
Fetch tag
Fetches the details of a tag by ID or name
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch task
Fetches the details of an existing task
Fetch task list
Fetch the details of an existing task list
Fetch project
Fetches the details of an existing project
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 Teamwork Projects?
Teamwork Projects is a project management software that helps collaborative teams manage projects by categorizing them, adding tags, and creating task list templates to plan efficiently.
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