STEP 1
Connect Clientify and OpenCRM
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 OpenCRM Integration
Build crm workflows between Clientify and OpenCRM 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 OpenCRM
Detailed info you need to know about Clientify and OpenCRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to OpenCRM
Set up your Clientify and OpenCRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and OpenCRM 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 OpenCRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and OpenCRM work in WEXTL?
WEXTL exposes actions and triggers for Clientify and OpenCRM 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 triggersOpenCRM 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.
OpenCRM modules
- Create or Update ActivityCreates a new activity or updates an existing one by ID.
- Create or Update AssetCreates a new asset or updates an existing one by ID.
- Create or Update CompanyCreates a new company or updates an existing one by ID.
- Create or Update ContactCreates a new contact or updates an existing one by ID.
- Create or Update Contact Custom 1Creates or updates a contact using the first set of custom fields.
- Create or Update Contact Custom 2Creates or updates a contact using the second set of custom fields.
- Create or Update ContractCreates a new contract or updates an existing one by ID.
- Create or Update HelpdeskCreates a new helpdesk ticket or updates an existing one by ID.
- Create or Update InvoiceCreates a new invoice or updates an existing one by ID.
- Create or Update LeadCreates a new lead or updates an existing one by ID.
- Create or Update OpportunityCreates a new sales opportunity or updates an existing one by ID.
- Create or Update ProjectCreates a new project or updates an existing one by ID.
- Create or Update Purchase OrderCreates a new purchase order or updates an existing one by ID.
- Create or Update QuoteCreates a new quote or updates an existing one by ID.
- Create or Update Sales OrderCreates a new sales order or updates an existing one by ID.
- Get Activity CountReturns the total count of activity records in the account.
- Get Asset CountReturns the total count of asset records in the account.
- Get Company CountReturns the total count of company records in the account.
- Get Contact CountReturns the total count of contact records in the account.
- Get Contract CountReturns the total count of contract records in the account.
- Get Invoice CountReturns the total count of invoice records in the account.
- Get Lead CountReturns the total count of lead records in the account.
- Get Opportunity CountReturns the total count of sales opportunity records in the account.
- Get Product CountReturns the total count of product records in the account.
- Get Purchase Order CountReturns the total count of purchase order records in the account.
- Get Quote CountReturns the total count of quote records in the account.
- Get Sales Order CountReturns the total count of sales order records in the account.
- Get Ticket CountReturns the total count of support ticket records in the account.
- Get User CountReturns the total count of user records in the account.
- List ActivitiesSearches and returns a list of activity records matching the given filters.
- List AssetsSearches and returns a list of asset records matching the given filters.
- List CompaniesSearches and returns a list of company records matching the given filters.
- List ContactsSearches and returns a list of contact records matching the given filters.
- List ContractsSearches and returns a list of contract records matching the given filters.
- List InvoicesSearches and returns a list of invoice records matching the given filters.
- List LeadsSearches and returns a list of lead records matching the given filters.
- List OpportunitiesSearches and returns a list of sales opportunity records matching the given filters.
- List ProductsSearches and returns a list of product records matching the given filters.
- List ProjectsSearches and returns a list of project records matching the given filters.
- List Purchase OrdersSearches and returns a list of purchase order records matching the given filters.
- List QuotesSearches and returns a list of quote records matching the given filters.
- List Sales OrdersSearches and returns a list of sales order records matching the given filters.
- List TicketsSearches and returns a list of support ticket records matching the given filters.
- List UsersSearches and returns a list of user records matching the given filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the OpenCRM API.
- Retrieve a CompanyRetrieves a single company record by its ID.
- Retrieve a ContactRetrieves a single contact record by its ID.
- Retrieve a LeadRetrieves a single lead record by its ID.
- Retrieve a ProductRetrieves a single product record by its ID.
- Retrieve a ProjectRetrieves a single project record by its ID.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and OpenCRM 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 OpenCRM.
Connect your Clientify and OpenCRM 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 or Update Activity" in OpenCRM. Clientify has 2 triggers (including Watch Contacts and Watch Deals); OpenCRM has 59 actions (including Create or Update Activity, Create or Update Asset, and Create or Update Company). 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-OpenCRM 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 OpenCRM) 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 + OpenCRM 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 OpenCRM integration.
- Clientify and OpenCRM integration source code, module specs and credentials implementation.
- Our Clientify and OpenCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and OpenCRM — 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
- OpenCRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library