STEP 1
Connect Clientify and Meritto
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 Meritto Integration
Keep Clientify and Meritto in sync by integrating their events and actions. When crm events happen in Clientify, update the Meritto automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Meritto
Detailed info you need to know about Clientify and Meritto integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Meritto
Set up your Clientify and Meritto integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Meritto 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 Meritto. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Meritto work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Meritto 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 triggersMeritto 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.
Meritto modules
- Add Master DataAdds new master data to the system.
- Add Master Data ValuesAdds master data values to the system.
- Bulk Create or Update LeadsCreates or updates multiple leads at once.
- Create a LeadCreates a lead in the system.
- Create a UserCreates a user in the service.
- Create an ApplicationCreates a new application.
- Create an OpportunityCreates a new opportunity.
- Create or Update a LeadCreates or updates a lead in the system.
- Create or Update an ApplicationCreates a new application or updates an existing one.
- Delete a LeadDeletes a lead from the records.
- Get a Master Data Child List by IDRetrieves a master data child list using a specific ID.
- Get a Roles ListRetrieves a list of roles from the service.
- Get Activity by Date RangeRetrieves activities within a specified date range.
- Get Activity by Lead IDRetrieves activities associated with a specific lead ID.
- Get Activity CodesRetrieves activity codes from the service and returns them as a list.
- Get Application StagesRetrieves the stages of an application process.
- Get Application Sub StagesRetrieves application sub stages for a given application.
- Get Form Field DetailsRetrieves details of a specific form field.
- Get Job StatusRetrieves the current status of a specified job in the system.
- Get Lead DetailsRetrieves lead details by email address.
- Get Lead DetailsRetrieves the details of a lead using their mobile number.
- Get Lead Details by IDRetrieves the details of a lead using their unique ID.
- Get Lead FieldsRetrieves lead fields from the service.
- Get Master Data DetailsRetrieves master data details using an ID.
- Get Paragraph DetailsRetrieves detailed information about a specific paragraph from a document.
- Get Permission GroupsRetrieves permission groups from the service.
- Get Ticket CategoriesRetrieves ticket categories from the service.
- Get Ticket DetailsRetrieves details of a specified ticket.
- Get User DetailsRetrieves details for a specific user, including their profile information and settings.
- List ApplicationsRetrieves a list of applications from the service.
- List FormsRetrieves a list of forms from the service.
- List LeadsRetrieves a list of leads from the service.
- List Master DataRetrieves master data records from the service and allows retrieving one or more results.
- List Payment ProductsRetrieves a list of payment products available in the system.
- List PaymentsRetrieves a list of payments from the service.
- List TeamsRetrieves a list of teams from the service.
- List TicketsRetrieves a list of tickets from the service.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call to the specified service endpoint.
- Update a LeadUpdates a lead's details in the CRM system.
- Update a UserUpdates a user's details or information in the service.
- Update an ApplicationUpdates the details of an existing application in the system.
- Update an OpportunityUpdates an opportunity with new details or changes existing information.
- Update Master DataUpdates master data within the service.
- Update Master Data ValuesUpdates master data values within the system.
- Watch ActivitiesTriggers when a new activity is recorded.
- Watch ApplicationsTriggers when a new application is created or an existing one is updated.
- Watch FormsTriggers when a new form is created or an existing form is modified.
- Watch Payment ProductsTriggers when a payment product event occurs.
- Watch TeamsTriggers when there are new events involving teams.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Meritto 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 Meritto.
Connect your Clientify and Meritto 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 Master Data" in Meritto. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Meritto has 45 actions (including Add Master Data, Add Master Data Values, and Bulk Create or Update Leads). 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-Meritto 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 Meritto) 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 + Meritto 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 Meritto integration.
- Clientify and Meritto integration source code, module specs and credentials implementation.
- Our Clientify and Meritto integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Meritto — 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
- Meritto integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library