Requirements
Before you set up the credential, make sure you have an active Clientify account and the login credentials this integration asks for ready.[3]
Get your Clientify credentials
- Connection TypeselectRequired
Connect Clientify in WEXTL
- Log in to your WEXTL account, add the Clientify node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Clientify account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Clientify node modules
The list below is a reference of every Clientify node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Clientify node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Owner Name | text |
| First Name | text |
| Last Name | text |
| Status | text |
| Title | text |
| Company | text |
| Company Name | text |
| Emails | array |
| Phones | array |
| Picture URL | url |
| Created | date |
| Last Contact | date |
Watch DealsTrigger
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Name | text |
| Amount | text |
| Contact | text |
| Created | date |
| Expected Closed Date | text |
| Company | text |
| Status | number |
| Status Desc | text |
| Probability | number |
| Probability Desc | text |
| Pipeline Stage | text |
| Pipeline | text |
| Tags | array |
Get a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Owner ID | number |
| Owner Name | text |
| First Name | text |
| Last Name | text |
| Status | text |
| Title | text |
| Company | text |
| Company Details | text |
| Contact Type | text |
| Contact Source | text |
| Emails | array |
| Phones | array |
| Addresses | array |
| Picture Url | text |
| Custom Fields | array |
| Other Companies | array |
| Tags | array |
45other output fields
Get a DealAction
Input fields[3]
| Field | Type |
|---|---|
Dela IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
| Url | text |
| ID | number |
| Owner | text |
| Owner Name | text |
| Name | text |
| Amount | text |
| Contact | text |
| Created | text |
| Expected Closed Date | text |
| Company | text |
| Source | text |
| Status | number |
| Status Desc | text |
| Probability | number |
| Probability Desc | text |
| Who Can View | number |
| Pipeline Stage | text |
| Pipeline Stage Desc | text |
| Pipeline | text |
| Pipeline Desc | text |
8other output fields
List OrdersSearch
Search ContactsSearch
Input fields[3]
| Field | Type |
|---|---|
| Start Date | date |
| End Date | date |
| Date | date |
| Query | text |
| Phone | text |
| Contact Source | choice |
| Contact Type | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Owner Name | text |
| First Name | text |
| Last Name | text |
| Status | text |
| Title | text |
| Company | text |
| Company Name | text |
| Emails | array |
| Phones | array |
| Picture URL | url |
| Created | date |
| Last Contact | date |
Search DealsSearch
Input fields[3]
| Field | Type |
|---|---|
| Query | text |
| Created Date Greater Than | date |
| Created Date Less Than | date |
| Created Date Greater Than or Equal | date |
| Created Date Less Than or Equal | date |
| Modified Date Greater Than | date |
| Modified Date Less Than | date |
| Modified Date Greater Than or Equal | date |
| Modified Date Less Than or Equal | date |
| Status ID | choice |
| Amount Greater Than or Equal | number |
| Amount Less Than or Equal | number |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Name | text |
| Amount | text |
| Contact | text |
| Created | date |
| Expected Closed Date | text |
| Company | text |
| Status | number |
| Status Desc | text |
| Probability | number |
| Probability Desc | text |
| Pipeline Stage | text |
| Pipeline | text |
| Tags | array |
Add a Contact NoteAction
Add a Contact TagAction
Add a Deal NoteAction
Add a Deal TagAction
Close a DealAction
Create a ContactAction
Input fields[3]
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
StatusRequired | choice |
| Owner | text |
| Phones | array |
| Company | text |
| Addresses | array |
| Emails | array |
| Websites | array |
URLRequired | url |
| Picture URL | url |
| Title | text |
| Summary | text |
| Description | text |
| Remarks | text |
| Message | text |
| Lead Scoring | number |
| Deals | array |
| Taxpayer Identification Number | text |
| Related Tasks | array |
| Tags | array |
26other input fields
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Owner ID | number |
| Owner Name | text |
| First Name | text |
| Last Name | text |
| Status | text |
| Title | text |
| Company | text |
| Company Details | text |
| Contact Type | text |
| Contact Source | text |
| Emails | array |
| Phones | array |
| Addresses | array |
| Picture Url | text |
| Custom Fields | array |
| Other Companies | array |
| Tags | array |
45other output fields
Create a DealAction
Input fields[3]
| Field | Type |
|---|---|
Deal NameRequired | text |
AmountRequired | number |
Contact URLRequired | url |
| Company URL | url |
| Pipeline Description | text |
| Pipeline Stage Description | text |
| Source ID | number |
| Deal Source | text |
| Expected Closed Date | date |
| Custom Fields | array |
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Name | text |
| Amount | text |
| Contact | text |
| Created | date |
| Expected Closed Date | text |
| Company | text |
| Source | text |
| Status | number |
| Status Desc | text |
| Probability | number |
| Probability Desc | text |
| Who Can View | number |
| Pipeline Stage | text |
| Pipeline | text |
| Involved Contacts | array |
| Tags | array |
| Remarks | text |
5other output fields
Create an OrderAction
Input fields[3]
| Field | Type |
|---|---|
StatusRequired | choice |
Order IDRequired | text |
Order URLRequired | url |
CurrencyRequired | text |
| Contact | url |
| Order Date | date |
| E-commerce | text |
| Shop Name | url |
| Items | array |
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Contact | text |
| Status | text |
| Order Date | date |
| Abandoned Date | date |
| Cart ID | text |
| Order ID | text |
| Ecommerce | text |
| Shop Name | text |
| Order URL | url |
| Currency | text |
| Items | array |
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Delete a DealAction
Input fields[3]
| Field | Type |
|---|---|
Deal IDRequired | choice |
Make an API Calluniversal
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
| First Name | text |
| Last Name | text |
| Status | choice |
| Owner | text |
| Phones | array |
| Company | text |
| Addresses | array |
| Emails | array |
| Websites | array |
URLRequired | url |
| Picture URL | url |
| Title | text |
| Summary | text |
| Description | text |
| Remarks | text |
| Message | text |
| Lead Scoring | number |
| Deals | array |
| Taxpayer Identification Number | text |
| Related Tasks | array |
27other input fields
Output fields[3]
| Field | Type |
|---|---|
| URL | url |
| ID | number |
| Owner | text |
| Owner ID | number |
| Owner Name | text |
| First Name | text |
| Last Name | text |
| Status | text |
| Title | text |
| Company | text |
| Company Details | text |
| Contact Type | text |
| Contact Source | text |
| Emails | array |
| Phones | array |
| Addresses | array |
| Picture Url | text |
| Custom Fields | array |
| Other Companies | array |
| Tags | array |
45other output fields
Update a DealAction
Input fields[3]
| Field | Type |
|---|---|
Deal IDRequired | choice |
| Deal Name | text |
| Amount | number |
| Contact URL | url |
| Company URL | url |
| Pipeline Description | text |
| Pipeline Stage Description | text |
| Source ID | number |
| Deal Source | text |
| Expected Closed Date | date |
| Custom Fields | array |
Output fields[3]
| Field | Type |
|---|---|
| Url | text |
| ID | number |
| Owner | text |
| Owner Name | text |
| Name | text |
| Amount | text |
| Contact | text |
| Created | text |
| Expected Closed Date | text |
| Company | text |
| Source | text |
| Status | number |
| Status Desc | text |
| Probability | number |
| Probability Desc | text |
| Who Can View | number |
| Pipeline Stage | text |
| Pipeline Stage Desc | text |
| Pipeline | text |
| Pipeline Desc | text |
8other output fields
Templates
Look for Clientify templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
- Breakcold CRMLightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
References
- WEXTL® Clientify Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Clientify.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:39