Integrate Tallyfy with ClinchPad

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

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Supported triggers and actions

Integrate Tallyfy and ClinchPad 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

All Actions - Actions are the automated tasks

Start process

Starts a new process using a template

Create task

Creates a new task

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

What is Tallyfy?

Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.

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

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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