STEP 1
Connect Clientify and Simla
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 Simla Integration
Keep Clientify and Simla in sync by integrating their events and actions. When crm events happen in Clientify, update the Simla automatically - without any line of code in visual workflow builder.
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Learn about Clientify and Simla
Detailed info you need to know about Clientify and Simla integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Simla
Set up your Clientify and Simla integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and Simla 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 Simla. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Simla work in WEXTL?
WEXTL exposes actions and triggers for Clientify and Simla 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 triggersSimla 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.
Simla modules
- Calculate DeliveryCalculates delivery time and cost based on the provided parameters.
- Check PaymentChecks a payment's status or details.
- Combine CustomersCombines customer records into one comprehensive record.
- Combine OrdersCombines multiple orders into a single one.
- Create a Corporate CustomerCreates a corporate customer in the system.
- Create a Corporate Customer NoteCreates a note for a corporate customer in the system.
- Create a CostCreates a new cost entry in the system.
- Create a Custom FieldCreates a custom field within a specific module or application.
- Create a CustomerCreates a customer in the system.
- Create a ShipmentCreates a shipment in the specified service.
- Create a TaskCreates a new task.
- Create an InvoiceCreates an invoice for a customer or a specific order.
- Create an OrderCreates an order in the system.
- Delete a Corporate Customer NoteDeletes a note associated with a corporate customer.
- Delete a Cost by IDDeletes a specific cost entry identified by its ID.
- Delete a FileDeletes a file from the service.
- Delete CostsDeletes multiple cost entries from the system in a single batch operation.
- Download a FileDownloads a file from the specified location.
- Edit a FileEdits a file in the system with the given changes.
- Edit a ShipmentUpdates the details of an existing shipment.
- Edit CostUpdates the cost details for an item or service.
- Get a CostRetrieves the cost information for a specific item or service.
- Get a Custom FieldRetrieves a custom field from the service.
- Get a CustomerRetrieves information about a customer using their ID.
- Get a FileRetrieves a file from the service.
- Get a ShipmentRetrieves details of a specific shipment.
- Get a TaskRetrieves information about a specific task.
- Get a UserRetrieves a user from the service.
- Get an InvoiceRetrieves an invoice by its unique ID.
- Get Corporate Customer HistoryRetrieves the history of a corporate customer.
- Get Customer HistoryRetrieves the history of a customer including past purchases and interactions.
- Get Order HistoryRetrieves the order history for a given customer or account.
- Get Order StatusesRetrieves order statuses from the service.
- Get Task HistoryRetrieves the history of a specific task.
- Import an InvoiceImports an invoice into a specific system or application.
- Make an API CallMakes an arbitrary API call.
- Search Corporate Customer NotesSearches for notes related to corporate customers.
- Search Corporate CustomersRetrieves data on corporate customers from the service.
- Search CostsRetrieves costs based on specified criteria.
- Search Custom FieldsRetrieves data about custom fields based on specified criteria.
- Search CustomersRetrieves a list of customers matching the specified criteria.
- Search FilesRetrieves data from the service to find one or more files based on specified criteria.
- Search OrdersRetrieves orders from the service and allows retrieving one or more results.
- Search ShipmentsRetrieves shipment data from the service and allows retrieving one or more results.
- Search TasksSearches for tasks based on specified criteria.
- Search User GroupsSearches for user groups.
- Search UsersRetrieves user data from the service and allows retrieving one or more results.
- Update a Custom FieldUpdates a custom field with new data.
- Update a CustomerUpdates a customer's information in the system.
- Update a TaskUpdates a task with new information or changes.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Simla 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 Simla.
Connect your Clientify and Simla 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 "Calculate Delivery" in Simla. Clientify has 2 triggers (including Watch Contacts and Watch Deals); Simla has 59 actions (including Calculate Delivery, Check Payment, and Combine Customers). 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-Simla 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 Simla) 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 + Simla 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 Simla integration.
- Clientify and Simla integration source code, module specs and credentials implementation.
- Our Clientify and Simla integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and Simla — 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
- Simla integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library