STEP 1
Connect Clientify and kvCore
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 kvCore Integration
Build crm workflows between Clientify and kvCore on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clientify and kvCore
Detailed info you need to know about Clientify and kvCore integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to kvCore
Set up your Clientify and kvCore integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and kvCore 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 kvCore. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and kvCore work in WEXTL?
WEXTL exposes actions and triggers for Clientify and kvCore 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 triggerskvCore 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.
kvCore modules
- Add a Note to a ContactAdds new note to a specified contact.
- Add a Tag to a ContactAdds new tags to a specified contact.
- Create a ContactCreates a new contact.
- Delete Tags from a ContactRemoves specified tags from a contact.
- Get a ContactRetrieves a single contact.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts by specified criteria.
- Update a ContactUpdates a contact by specified id.
- Watch ContactsWatches for new or updated contacts from kvCore account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and kvCore 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 kvCore.
Connect your Clientify and kvCore 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 "Add a Note to a Contact" in kvCore. Clientify has 2 triggers (including Watch Contacts and Watch Deals); kvCore has 8 actions (including Add a Note to a Contact, Add a Tag to a Contact, and Create a Contact). 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-kvCore 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 kvCore) 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 + kvCore 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 kvCore integration.
- Clientify and kvCore integration source code, module specs and credentials implementation.
- Our Clientify and kvCore integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and kvCore — 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
- kvCore integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library