STEP 1
Connect Clientify and Endear
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clientify and Endear Integration
Connect Clientify and Endear to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Clientify and Endear
Detailed info you need to know about Clientify and Endear integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Endear
Set up your Clientify and Endear integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Endear nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clientify and Endear. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Endear work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Endear that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clientify triggersEndear actions
Clientify modules
- 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.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
Endear modules
- Assign a Task to UsersAssigns a task to users.
- Cancel an Appointment Booking EventCancels an appointment booking event.
- Create a CustomerCreates a new customer.
- Create a NoteCreates a new note.
- Create a Note CommentAdds a comment to a note.
- Create a TaskCreates a new task.
- Create an Appointment Booking EventCreates an appointment booking event.
- Delete a Note CommentDeletes a comment from a note.
- Delete a TaskDeletes a task from the system.
- Get a ConversationRetrieves details for a specific conversation.
- Get a NoteRetrieves details for a specific note.
- Get a Note CommentRetrieves details for a specific comment.
- Get a StoryRetrieves details for a specific story.
- Get a TaskRetrieves details for a specific task.
- Get a TeamRetrieves details for a specific team.
- Get a UserRetrieves details for a specific user.
- List Appointment Booking PagesRetrieves a list of appointment booking pages.
- List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
- List Appointment CalendarsRetrieves a list of appointment calendars.
- List Appointment CalendarsLists appointment calendars by IDs.
- List Appointment EventsLists appointment events by calendar event IDs.
- List Appointment TypesLists appointment types from the service.
- List Appointment TypesRetrieves a list of appointment types by IDs.
- List ConversationsRetrieves a list of conversations.
- List CustomersRetrieves a list of customers.
- List MessagesRetrieves messages associated with a conversation.
- List Messages by IDsRetrieves messages associated with a conversation by IDs.
- List Note CommentsRetrieves comments attached to notes.
- List NotesRetrieves a list of notes.
- List StoriesRetrieves stories shared within the organization.
- List TasksRetrieves a list of tasks.
- List TeamsRetrieves a list of teams.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Request a Customer DeletionRequests the deletion of a customer from the service.
- Reschedule an Appointment Booking EventReschedules an appointment booking event.
- Unassign a Task from UsersUnassigns a task from specified users.
- Update a CustomerUpdates a customer in the system with new information.
- Update a NoteUpdates an existing note in the system.
- Update a Note CommentUpdates a comment attached to a note.
- Update a TaskUpdates a task in the service.
- Update a UserUpdates user information in a specified system or application.
- Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
- Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
- Watch Appointment TypesTriggers when appointment types are watched.
- Watch ConversationTriggers when a new conversation is created.
- Watch CustomersTriggers when a new customer is created.
- Watch MessagesTriggers when new messages are received.
- Watch Note CommentTriggers when a note comment is created.
- Watch NotesTriggers when a new note is created or an existing note is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Endear integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Endear.
Connect your Clientify and Endear accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clientify's "Watch Contacts" fires, WEXTL can "Assign a Task to Users" in Endear. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Endear has 42 actions (including Assign a Task to Users, Cancel an Appointment Booking Event, and Create a Customer). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clientify-to-Endear automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clientify (or Endear) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clientify + Endear automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clientify and Endear integration.
- Clientify and Endear integration source code, module specs and credentials implementation.
- Our Clientify and Endear integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Endear — 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.
- Clientify integration information
- Endear integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library