STEP 1
Connect Clientify and Method
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 Method Integration
Keep Clientify and Method in sync by integrating their events and actions. When crm events happen in Clientify, update the Method automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Method
Detailed info you need to know about Clientify and Method integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Method
Set up your Clientify and Method integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Method 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 Method. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Method work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Method 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 triggersMethod 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.
Method modules
- Create a Table RecordCreates a new table record.
- Delete a FileDeletes an existing file.
- Delete a Table RecordDeletes an existing table record.
- Download a FileDownloads a file from the specified source.
- Get a File URLReturns a file download URL.
- Get a Table RecordRetrieves a table record.
- Get a Table Record CountRetrieves the record count of a table.
- List FilesRetrieves a list of files.
- List Table RecordsRetrieves a list of table records.
- Make an API CallPerforms an arbitrary authorized API call.
- Sync a Table RecordSyncs a record in a table with QuickBooks or Xero.
- Update a File Link DetailsUpdates the details of a file link.
- Update a Table RecordUpdates a table record in the database.
- Upload a FileUploads a file to a specified record.
- Watch FilesTriggers when new files are added.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Method 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 Method.
Connect your Clientify and Method 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 "Create a Table Record" in Method. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Method has 14 actions (including Create a Table Record, Delete a File, and Delete a Table Record). 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-Method 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 Method) 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 + Method 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 Method integration.
- Clientify and Method integration source code, module specs and credentials implementation.
- Our Clientify and Method integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Method — 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
- Method integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library