STEP 1
Connect Clientify and Rise CRM
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 Rise CRM Integration
Keep Clientify and Rise CRM in sync by integrating their events and actions. When crm events happen in Clientify, update the Rise CRM automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Rise CRM
Detailed info you need to know about Clientify and Rise CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Rise CRM
Set up your Clientify and Rise CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Rise CRM 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 Rise CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Rise CRM work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Rise CRM 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 triggersRise CRM 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.
Rise CRM modules
- Create a ClientCreates a new client in the system.
- Create a LeadCreates a new lead in the specified service.
- Create an InvoiceCreates an invoice with specified details.
- Create a ProjectCreates a new project in the system.
- Create a TicketCreates a new ticket in the system.
- Delete a ClientDeletes a client from the service.
- Delete a LeadDeletes a lead from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Delete a ProjectDeletes a project from the system.
- Delete a TicketDeletes a ticket from the system.
- Get a ClientRetrieves a client by ID.
- Get a LeadRetrieves a lead from the system.
- Get an InvoiceRetrieves an invoice from the service.
- Get a ProjectRetrieves a project using the specified identifiers.
- Get a TicketRetrieves a ticket from the service.
- List ClientsLists all clients in the system.
- List InvoicesRetrieves a list of all invoices.
- List LeadsLists all leads.
- List ProjectsLists all projects.
- List TicketsLists all tickets.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a LeadUpdates a lead in the system.
- Update an InvoiceUpdates an invoice with new or modified information.
- Update a ProjectUpdates a project with the provided details.
- Update a TicketUpdates a ticket with new information.
- Watch New ClientsTriggers when a new client is created.
- Watch New LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TicketsTriggers when a new ticket is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Rise CRM 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 Rise CRM.
Connect your Clientify and Rise CRM 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 Client" in Rise CRM. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Rise CRM has 25 actions (including Create a Client, Create a Lead, and Create an Invoice). 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-Rise CRM 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 Rise CRM) 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 + Rise CRM 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 Rise CRM integration.
- Clientify and Rise CRM integration source code, module specs and credentials implementation.
- Our Clientify and Rise CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Rise CRM — 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
- Rise CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library