STEP 1
Select Clientify in workflow
Pick Clientify app in the workflow builder [4] - just one click to select the app.
Clientify Integration
CRM and sales automation platform for managing contacts, deals, and customer communication. Connect Clientify to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Contacts and let Get a Contact or Get a Deal handle the next step.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Clientify integration
Triggers can detect changes in Clientify and run actions that can create, search or modify data inside Clientify automatically [3] — exactly how you set them.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
How to integrate Clientify in automation workflow?
3 simple steps to make your Clientify connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Clientify
When prompted, authorize access to Clientify in WEXTL once. Clientify credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Clientify account. Approve?
STEP 3
Build a workflow
Build your workflow with Clientify yourself or with WEXTL® AI Builder. Connect Clientify to any available integrations [5], or use HTTP node to go beyond them.
Clientify
How Clientify connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Clientify app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Clientify supports.
The following table illustrates what fields Clientify integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Clientify is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Connection TypeRequired | select | — |
Connect Clientify to popular apps on WEXTL
Enter a name of the other app you want to sync with Clientify below. Click on selected app to explore integration options with Clientify. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Clientify integration
Select Watch Deals trigger from Clientify - this will be a starting point in your automation. Whenever event happens in Clientify, workflow will start [7] from Watch Deals node.
Search for Add a Deal Note, connect it as the next step of integration sequence. You can use filters between Watch Deals and Add a Deal Note, so only important data pass from Watch Deals to the next step. WEXTL gives you full control over the process of Clientify automation. All parts of workflow are visible on the canvas [4].
Clientify on WEXTL has 20 modules for combining crm automations. Explore Clientify documentation for more.
Video slide demonstrates how Watch Deals and Add a Deal Note [6] nodes are used in Clientify workflow.
Frequently asked questions
Common questions about automating Clientify in your workflows.
Clientify has 2 triggers, including "Watch Contacts" and "Watch Deals". Triggers are start points of the workflow, and automations may start from them.
Integration has 18 actions, including "Get a Contact", "Get a Deal", and "List Orders", and more. Refer to our Clientify Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Clientify integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Clientify official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Clientify provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Clientify or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Clientify inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Clientify modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Clientify integration.
- Clientify integration source code, module specs and credentials implementation.
- Internal Clientify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Clientify vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Clientify App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation