Integrate ClinchPad with OneNote

Send information between ClinchPad and OneNote automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate ClinchPad and OneNote 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 created

Triggers when a new lead is created

Lead won

Triggers when an existing lead is marked as won

To-do created

Triggers when a to-do is created

Lead lost

Triggers when an existing lead is marked as lost

Note added in section

Triggers when a new note is added in the selected section

All Actions - Actions are the automated tasks

Create a lead

Creates a new lead

Create note

Creates a new note for the specified 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 note

Creates a new note in the selected section

Create note

Creates a new note in the 'Quick Notes' section of your default notebook

Fetch note

Fetches the content of an existing note by ID

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.

CRM

What is OneNote?

OneNote is a digital note-taking application. You can organize notes, highlight your notes with tags, and share notebooks to collaborate on ideas.

Microsoft Notes Popular

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Webhook triggers

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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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