STEP 1
Connect Clientify and SmartMoving
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 SmartMoving Integration
Keep Clientify and SmartMoving in sync by integrating their events and actions. When crm events happen in Clientify, update the SmartMoving automatically - without any line of code in visual workflow builder.
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Learn about Clientify and SmartMoving
Detailed info you need to know about Clientify and SmartMoving integrations in WEXTL. Explore which modules apps support and how you connect them.
Clientify
CRM and sales automation platform for managing contacts, deals, and customer communication. [5]
SmartMoving
Moving company CRM for leads, jobs, and customer move management. [6]
How to connect Clientify to SmartMoving
Set up your Clientify and SmartMoving integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify and SmartMoving 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 SmartMoving. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and SmartMoving work in WEXTL?
WEXTL exposes actions and triggers for Clientify and SmartMoving 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 triggersSmartMoving 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.
SmartMoving modules
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job.
- Delete a JobDeletes a specified job.
- Get a CustomerRetrieves a single customer.
- Get a LeadRetrieves a single lead by id.
- List Customer OpportunitiesRetrieves a list of customer opportunities.
- List CustomersRetrieves a list of customers.
- List LeadsRetrurns leads from account.
- List Opportunity JobsRetrieves a list of jobs for a specified opportunity.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Customers by QuerySearches for customers by query in name, email or mobile phone.
- Update a CustomerUpdates an existing customer by id.
- Watch LeadsTriggers when a new lead has been added to your account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and SmartMoving 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 SmartMoving.
Connect your Clientify and SmartMoving 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 Customer" in SmartMoving. Clientify has 2 triggers (including Watch Contacts and Watch Deals); SmartMoving has 12 actions (including Create a Customer, Create a Job, and Delete a Job). 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-SmartMoving 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 SmartMoving) 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 + SmartMoving 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 SmartMoving integration.
- Clientify and SmartMoving integration source code, module specs and credentials implementation.
- Our Clientify and SmartMoving integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify and SmartMoving — 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
- SmartMoving integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library