Integrate ClinchPad with sevDesk

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

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Supported triggers and actions

Integrate ClinchPad and sevDesk 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

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task is created

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 contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create contact address

Creates a new contact address

Create order

Creates a new order

Create voucher

Creates a new voucher

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch country by name

Fetches a country by name

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch country by ID

Fetches a country 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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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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Technical Engineer, Master Liveaboards

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