Create Clientify order for new Flowlu opportunity
Flowlu + Clientify Integration
Clientify + Flowlu Integration
Integrate Clientify to Flowlu in one click, or tell Integrately AI how you want each deal handled. Sync deals and contacts, create tasks, update project records, and trigger team alerts automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
Task is created in Flowlu Instant- Task is updated in Flowlu Instant
- Task list is created in Flowlu Instant
- Task is deleted in Flowlu Instant
- Task list is updated in Flowlu Instant
- Task list is deleted in Flowlu Instant
- Task follower is created in Flowlu Instant
- Task follower is deleted in Flowlu Instant
- Opportunity is created in Flowlu Instant
- Opportunity is updated in Flowlu Instant
- CRM Account is created in Flowlu Instant
- CRM Account is updated in Flowlu Instant
- CRM Account is deleted in Flowlu Instant
- Project is created in Flowlu Instant
- Project is updated in Flowlu Instant
- Project is deleted in Flowlu Instant
- Invoice is created in Flowlu Instant
- Invoice is updated in Flowlu Instant
- Organization is created in Flowlu Instant
- Organization is updated in Flowlu Instant
- Product is created in Flowlu Instant
- Product is updated in Flowlu Instant
- Product is deleted in Flowlu Instant
- Estimate is updated in Flowlu Instant
- Estimate is created in Flowlu Instant
2.
- Create contact in Clientify
- Search contact in Clientify
- Search user in Clientify
- Create deal in Clientify
- Update deal in Clientify
- Get deal in Clientify
- Close deal in Clientify
- Create task in Clientify
- Create order in Clientify
- Get company in Clientify
- Create abandoned cart in Clientify
- Search product in Clientify
- Delete product in Clientify
- Create product in Clientify
- Search deal in Clientify
- Create invoice item in Flowlu
- Search opportunity source in Flowlu
- Create task in Flowlu
- Update task in Flowlu
- Search task in Flowlu
- Delete task in Flowlu
- Search core user in Flowlu
- Create opportunity in Flowlu
- Update opportunity in Flowlu
- Search opportunity in Flowlu
- Add email to CRM account in Flowlu
- Search CRM account in Flowlu
- Get CRM account by id in Flowlu
- Search contact in Flowlu
- Search email in Flowlu
- Search organization in Flowlu
- Delete opportunity in Flowlu
- Update email to CRM account in Flowlu
- Delete email from CRM account in Flowlu
- Get email by id in Flowlu
- Get project by id in Flowlu
- Get task by id in Flowlu
- Get opportunity by id in Flowlu
- Delete CRM account in Flowlu
- Create contact in Flowlu
- Update contact in Flowlu
- Create project in Flowlu
- Update project in Flowlu
- Search project in Flowlu
- Delete project in Flowlu
- Create organization in Flowlu
- Update organization in Flowlu
- Create estimate in Flowlu
- Add Tag to CRM account in Flowlu
- Add Tag to Agile issue in Flowlu
- Create invoices in Flowlu
Trusted by experts at...
Ready Workflows for Clientify + Flowlu Integration
Track sales deals, create matching projects, assign tasks, keep accounts updated, and send follow-ups, all in just one click.
Most popular automations
Create Flowlu contact from new Clientify contact
If you're an ecommerce business owner who uses Clientify to power your online store, you'll be happy to know that when a new contact is created in Flowlu, this automation will automatically create a contact in Clientify.
This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
See moreThis means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
Create Flowlu task for new Clientify contact
Clientify + Flowlu Integration
Update Flowlu contact from updated Clientify contact
Clientify + Flowlu Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clientify + Flowlu flow
Connect customer communication, financial tracking, and task management tools as soon as your core automation finishes. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) +
HubSpot (3)
HubSpot (3) +
Asana (3)
Asana (3) +
QuickBooks Online (3)
QuickBooks Online (3) C
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Create a Flowlu contact and send a welcome email in Gmail whenever a new contact is created in Clientify
New Clientify contacts instantly trigger a Flowlu contact creation and dispatch a welcome email in Gmail, removing manual follow-ups.
C
F
G
When a deal is created in Clientify, create a project in Flowlu and send a notification email in Gmail
Every new Clientify deal provisions a project in Flowlu while alerting your team via Gmail, keeping sales and delivery aligned.
F
C
G
When a task is created in Flowlu, create a task in Clientify and send a confirmation email in Gmail
Flowlu tasks generate matching Clientify tasks and trigger confirmation emails in Gmail to maintain complete visibility.
F
C
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When a CRM Account is created in Flowlu, create a contact in Clientify and email the account details via Gmail
Flowlu CRM accounts automatically populate Clientify contacts and dispatch summary emails through Gmail.
Supported triggers and actions for Clientify and Flowlu
Mix and match to build the exact automation you need
Clientify Triggers & Actions
Flowlu Triggers & Actions
Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
Try it → Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
Try it → Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
Try it → Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
Try it → Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
Try it → Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
Try it → Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
Try it → Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
Try it → Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
Try it → Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
Try it → What can you automate with Clientify + Flowlu?
Streamline your sales pipelines and project workflows with robust automated connections.
🔄
Sync sales deals into project workspaces
Create a Flowlu project automatically whenever a new deal is created in Clientify, bridging sales outreach and operational delivery instantly.
📋
Capture every submitted contact detail
Map all contact attributes from Clientify straight into Flowlu CRM accounts instead of transferring basic names and emails by hand.
🔔
Alert your team instantly on updates
Notify relevant team members via Gmail the moment a Clientify deal stage changes or a Flowlu task is completed.
🔀
Route records based on submitted fields
Send enterprise tier deals to specialized Flowlu project boards while routing standard inquiries to standard workflows automatically.
🔄
Keep project records continuously updated
Modify matching Flowlu projects whenever Clientify deal stages or contact information undergo updates.
🔍
Add or update records without duplicates
Search existing Clientify contacts and Flowlu CRM accounts before creating new entries to keep your databases pristine.
💰
Handle later status changes and billing
Create Flowlu invoices and update Clientify order statuses automatically when payments succeed or deals close.
📧
Extend flows to external communication tools
Trigger automated welcome emails in Gmail alongside your Clientify contact creations and Flowlu project setups.
And much more...
Who is Clientify + Flowlu integration for?
Sales leaders, project managers, and operations teams struggling with manual data handoffs between client communications and project delivery benefit from automated alignment.
Performance marketers
Sales representatives
Project managers
Operations teams
Account managers
Finance directors
📈
Performance marketers
You're running campaigns and managing leads in Clientify, but your project pipeline in Flowlu only updates when someone manually exports records, so your conversion counts are always hours behind — with this integration, every new contact lands in both tools instantly and your data stays current.
⚡
Sales representatives
You close deals in Clientify and depend on project teams in Flowlu to start delivery, but handoffs stall because task creation happens manually — with this integration, every new deal automatically provisions a project and your team acts without delay.
📋
Project managers
You oversee deliverables in Flowlu while your sales colleagues track client interactions in Clientify, leaving you chasing details to update client stakeholders — with this integration, every task and milestone syncs automatically and client updates are always accurate.
⚙️
Operations teams
You handle high volumes of customer accounts and tasks across Clientify and Flowlu, but manual data entry causes missed records and fragmented tracking — with this integration, every order and contact is logged reliably without manual intervention.
🤝
Account managers
You own post-sale client onboarding and depend on sales reps to pass customer details from Clientify into Flowlu, but information often gets lost — with this integration, every CRM account and project record is created automatically the moment a deal closes.
📊
Finance directors
You reconcile revenue and billing records across Clientify orders and Flowlu invoices, but manual entry leads to audit gaps and discrepancies — with this integration, every financial record matches precisely and your audit trail remains intact.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clientify + Flowlu
Build and manage your Clientify + Flowlu automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + Flowlu with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clientify + Flowlu Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clientify to Flowlu?
You can connect Clientify to Flowlu in 1 click using ready workflows on Integrately. Select a pre-built template, link your accounts, and let the automation run alongside tools like Gmail, Stripe, and HubSpot.
Can I automatically create a Flowlu project when a new deal is created in Clientify?
Can I connect Clientify, Flowlu, and HubSpot?
What is a good Zapier alternative for Clientify and Flowlu?
How do contact updates in Clientify affect Flowlu?
Can task updates in Flowlu sync back to Clientify?
Do I need coding skills to automate Clientify and Flowlu?
Is the Clientify and Flowlu integration free?
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