Clientify + Zoom
Add new tags to Clientify contacts and create meeting registrants in Zoom
Ensure every new tag added to a contact in Clientify is given due attention by setting up this workflow. Once activated, it registers a new meeting in Zoom whenever a tag is added to a contact in your Clientify app. This means less manual effort for you and a more seamless process of conducting business meetings. Boost your productivity and efficiency with this simple but effective automation.
Ensure every new tag added to a contact in Clientify is given due attention by setting up this workflow. Once activated, it registers a new meeting in Zoom whenever a tag is added to a contact in your Clientify app. This means less manual effort for you and a more seamless process of conducting business meetings. Boost your productivity and efficiency with this simple but effective automation.
- When this happens...Tag Added to Contact
Triggers when a tag is added to a contact
- automatically do this!Create Meeting Registrant
Creates a new meeting registrant.
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TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner
