Clientify by Maxmel Tech

clientify offers marketing, crm, sales, and automation tools, supported by comprehensive onboarding and expert assistance integrating it with make com enables users to automate workflows, synchronize data, and enhance productivity across their sales and marketing processes this is ai generated content based on official clientify documentation the content may still contain errors—please verify important information if you have questions, contact clientify support directly how to get support on clientify clientify is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=clientify\&app slug=clientify community\&app unique id=clientify i97a73 requirements to use the clientify app in make, you must have an active clientify account and an api key, create your account on clientify app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect clientify and {{product name}} to get started, you must first create a connection between clientify and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api key oauth2 0 instructions you need to generate your token login to your platform using your credentials api key instructions you need to obtain your api key from your clientify account login to your clientify account using your corporate email and unique password navigate to the section of your account where api keys are managed, typically found in account settings or integrations locate your existing api key or generate a new api key if required copy and securely store the api key for use in your integration some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=clientify\&app slug=clientify community\&app unique id=clientify i97a73 create the connection in {{product name}} log in in your make account , add the clientify module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your clientify or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page clientify modules after connecting to the clientify app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a contact note adds a new note to a specific contact, allowing you to record important details or updates directly within their profile add a contact tag adds a tag to a specific contact in your list, helping you organize and categorize your contacts more effectively add a deal note adds a new note to a specific deal, allowing you to record important updates or information directly within the deal’s activity stream add a deal tag adds a tag to a deal you choose, helping you organize and categorize your deals more effectively close a deal closes a specific deal in your account using its unique id create a contact adds a brand new contact to the service you choose, allowing you to easily store and manage contact details within that platform create a deal creates a brand new deal in your selected system, allowing you to track and manage sales opportunities from the very beginning create an order creates a brand new order in your system, allowing you to add customer and product details as needed delete a contact permanently removes a selected contact from your account delete a deal permanently removes a selected deal from your account get a contact fetches detailed information about a specific contact, allowing you to view all the stored data for that individual get a deal fetches detailed information about a specific deal list orders fetches and displays a detailed list of orders from your account, allowing you to view all recent and past orders in one place make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to interact with features or endpoints not covered by the standard modules search contacts searches for contacts based on specific criteria you provide, helping you quickly find the exact contacts you need search deals searches the system for available deals that match your specified criteria update a contact updates the details of an existing contact using their unique id update a deal updates the information for an existing deal, allowing you to modify fields such as the deal’s name, value, stage, or other details watch contacts triggers whenever a new contact is added or when details of an existing contact are updated watch deals triggers when a new deal is added or when any details of an existing deal are updated templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} clientify resources you can have access to more resources related to this app on the following links clientify topics on make community clientify website clientify documentation clientify api documentation clientify page on make