What actions can I run in Clientify?

18 actions are available, including "Get a Contact", "Get a Deal", and "List Orders", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Clientify Integrations

CRM and sales automation platform for managing contacts, deals, and customer communication. Wire Clientify into AI-driven workflows so CRM busywork stops being manual.

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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.

When to use Clientify

Common scenarios where Clientify automation saves time and reduces manual work.

React to "Watch Contacts" in Clientify in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Deal" in Clientify from any upstream event — map fields once and let the automation handle the rest.
Layer "Get a Contact" from Clientify with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Clientify to WEXTL®

Field	Type	Help
Connection TypeRequired	select	—

Use in workflow automation

Start from Clientify’s Watch Deals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Deal Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 20 ready-made steps for CRM work, and every run records what went in and what came back.

Clientify workflow on the canvas: Watch Deals then Add a Deal Note

Frequently asked questions

Common questions about automating Clientify in your workflows.

Clientify has 2 triggers, including "Watch Contacts" and "Watch Deals". Use them to start workflows the moment Clientify events fire — no polling required.

Field

Type

Help

Connection TypeRequired

select

—

Use in workflow automation

Start from Clientify’s Watch Deals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Deal Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 20 ready-made steps for CRM work, and every run records what went in and what came back.

Clientify Integrations

When to use Clientify

How to connect

Use in workflow automation

Frequently asked questions

Clientify Integrations

When to use Clientify

How to connect

Connect Clientify to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Clientify to any app in workflows

Connect Clientify to any app in workflows

Connect Clientify to any app in workflows

Clientify Integrations

Clientify triggers and actions

When to use Clientify

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Clientify support?

What actions can I run in Clientify?

Do I need to write code to automate this?

Is the integration secure?

Clientify Integrations

Clientify triggers and actions

When to use Clientify

How to connect

Connect Clientify to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Clientify support?

What actions can I run in Clientify?

Do I need to write code to automate this?

Is the integration secure?

Connect Clientify to any app in workflows

Connect Clientify to any app in workflows

Connect Clientify to any app in workflows