Platform
Clientify
Boost your app's CRM and marketing capabilities with Clientify API. Effortlessly manage contacts, deals, and tasks. Add notes, tags, or close deals with ease. Retrieve or update data seamlessly and keep track of changes with watch modules. Integrate Clientify into your workflows and enhance productivity with automated operations and streamlined data management.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (20)
- Action
- Search
- Universal
- Trigger (polling)
Clientify API Integration for Make.com
Create custom Clientify automation workflows by using triggers, actions, and search modules listed below.
Action
Add a Contact Note
Creates a new note on a specified contact.
Action
Add a Contact Tag
Adds a tag to a specified contact.
Action
Add a Deal Note
Creates a new note on a deal.
Action
Add a Deal Tag
Adds a tag to a specified deal.
Action
Close a Deal
Closes a deal by ID.
Action
Create a Contact
Creates a new contact in the specified service.
Action
Create a Deal
Creates a new deal.
Action
Create an Order
Creates a new order.
Action
Delete a Contact
Deletes an existing contact.
Action
Delete a Deal
Deletes an existing deal.
Action
Get a Contact
Retrieves a single contact's details.
Action
Get a Deal
Retrieves a single deal.
Search
List Orders
Retrieves a list of orders.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Search
Search Contacts
Searches for contacts.
Search
Search Deals
Searches for deals available in the system.
Action
Update a Contact
Updates a contact by ID.
Action
Update a Deal
Updates the details of a deal.
Trigger (polling)
Watch Contacts
Triggers when a contact is created or modified.
Trigger (polling)
Watch Deals
Triggers when a deal has been created or modified.
Clientify Automation Use Cases
Explore potential use cases for automations using Clientify API and utilize our integration modules crafted specifically for such workflows.
3 modules
Automated Contact Follow-Up
When a new contact is created, automatically add a specified note and tag for follow-up purposes.
Create a Contact
Add a Contact Note
Add a Contact Tag
2 modules
Contact Update Notification
Notify a team whenever a contact is updated and add a timestamp note for records.
Update a Contact
Add a Contact Note
2 modules
New Deal Follow-Up
Automatically create follow-up tasks when a new deal is created to ensure timely progress tracking.
Create a Deal
Add a Deal Note
3 modules
Order Management Task
Upon receiving a new order, create a deal and associate notes for sales tracking.
Create an Order
Create a Deal
Add a Deal Note
2 modules
Contact Deletion Alert
Trigger an alert and log a note whenever a contact is deleted from the system for auditing purposes.
Delete a Contact
Add a Contact Note
1 module
Real-Time Contact Monitoring
Set up real-time notifications for the team when a contact is created or modified in the CRM.
Watch Contacts
3 modules
Deal Closure Routine
Upon closing a deal, add a note and a specific tag to document the closure process.
Close a Deal
Add a Deal Note
Add a Deal Tag
2 modules
Deal Update Process
Automatically add a note detailing updates every time a deal is modified to maintain a change history.
Update a Deal
Add a Deal Note
Supported Platforms
- Make.com
How to start with Clientify on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.