Clientify CRM API: Watch Contacts, Add a Contact Note

About this integration

CRM and sales automation platform for managing contacts, deals, and customer communication. This integration exposes its full API as workflow modules.

The integration includes 2 triggers, 5 search modules and 13 actions. Connections use basic authentication.

How to connect

The credential form asks for Connection Type.

Prefer the interactive builder form? Open it on the app page.

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

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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 it in workflow automation

Start with Watch Contacts, then add Add a Contact Note.

The canvas below runs Watch Contacts into Add a Contact Note — watch the video, then drop a node onto the canvas.

Select the Watch Deals trigger and the workflow fires automatically when the event occurs — no polling required.

Then add Add a Deal Note as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 15 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.

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

Triggers, searches and actions

Browse every Clientify module field below: 2 triggers, 5 searchs, and 13 actions you can drop onto the canvas.