STEP 1
Connect Clientify and Salesmate
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 Salesmate Integration
Connect Clientify and Salesmate to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Clientify and Salesmate
Detailed info you need to know about Clientify and Salesmate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Salesmate
Set up your Clientify and Salesmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Salesmate 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 Salesmate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Salesmate work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Salesmate 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 triggersSalesmate 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.
Salesmate modules
- Add ActivityCreates activity.
- Add CompanyCreates company.
- Add ContactCreates contact.
- Add DealCreates deal.
- Add Lookup Field ValueCreates lookup field value.
- Add NoteCreates note.
- Add ProductCreates product.
- Add Product VariantCreates product variant.
- Create Custom Module RecordCreates custom module record.
- Delete ActivityDeletes activity.
- Delete CompanyDeletes company.
- Delete ContactDeletes contact.
- Delete Custom Module RecordDeletes custom module record.
- Delete DealDeletes deal.
- Delete NoteDeletes note.
- Delete ProductDeletes product.
- Delete Products BulkDeletes products bulk.
- Fetch Lookup Field DetailsRetrieves lookup field details.
- Get Active UsersReturns active users.
- Get ActivityReturns activity.
- Get All NotesReturns all notes.
- Get CompanyReturns company.
- Get ContactReturns contact.
- Get Custom Module RecordReturns custom module record.
- Get DealReturns deal.
- Get Module IDsReturns module ids.
- Get NoteReturns note.
- Get Note AttachmentReturns note attachment.
- Make an API CallPerforms an arbitrary authorized API call.
- Pin NotePins note.
- Search ActivitiesSearches for activities.
- Search CompaniesSearches for companies.
- Search ContactsSearches for contacts.
- Search Custom Module RecordsSearches for custom module records.
- Search DealsSearches for deals.
- Search ProductsSearches for products.
- Unpin NoteUnpins note.
- Update ActivityUpdates activity.
- Update CompanyUpdates company.
- Update ContactUpdates contact.
- Update Custom Module RecordUpdates custom module record.
- Update DealUpdates deal.
- Update Multiple Lookup FieldsUpdates multiple lookup fields.
- Update NoteUpdates note.
- Update ProductUpdates product.
- Update Single Lookup FieldUpdates single lookup field.
- Watch New ContactsTriggers when new contacts occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Salesmate 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 Salesmate.
Connect your Clientify and Salesmate 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 Activity" in Salesmate. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Salesmate has 46 actions (including Add Activity, Add Company, and Add 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-Salesmate 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 Salesmate) 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 + Salesmate 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 Salesmate integration.
- Clientify and Salesmate integration source code, module specs and credentials implementation.
- Our Clientify and Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Salesmate — 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
- Salesmate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library