Integrate ClinchPad with Dwolla
Send information between ClinchPad and Dwolla automatically, without writing any code, using Zoho Flow.
Build your own integrations between ClinchPad and Dwolla
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Supported triggers and actions
Integrate ClinchPad and Dwolla using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead won
Triggers when an existing lead is marked as won
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
To-do created
Triggers when a to-do is created
Funding source created
Triggers when a new funding source is created for the selected customer
Customer created
Triggers when a new customer is created
Document created
Triggers when a new document is created for a user
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified lead
Create a lead
Creates a new lead
Create to-do
Creates a new to-do 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
Create customer
Creates a new customer
Create funding source
Adds a bank or credit union account to a customer
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 Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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