Clientify by Maxmel Tech

clientify is a crm platform focused on sales, marketing automation, and customer management integrating it with make com enables users to automate workflows, synchronize data, and streamline sales and marketing processes across multiple business tools 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 https //clientify com/asistencia 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 account and an api key, https //clientify net app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/clientify community/ 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 api key api key instructions you need to retrieve your api token login to your platform using your credentials navigate to the api settings section locate your api token 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 contact of your choice, allowing you to keep track of important details or updates related to that specific contact add a contact tag adds a tag to a contact you choose, 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 information or updates directly within the deal’s activity history add a deal tag attaches a chosen tag to a specific deal, helping you organize and categorize your deals more effectively close a deal closes a specific deal using its unique id, helping you finalize and complete the selected transaction in your system create a contact adds a new contact to the service you choose, allowing you to store and manage contact details directly within that platform create a deal creates a brand new deal in your chosen system, allowing you to track and manage potential sales opportunities from the start create an order creates a brand new order in your system, allowing you to add all the necessary details for a fresh purchase or request delete a contact permanently removes a selected contact from your list, ensuring that the contact’s information is deleted from your account delete a deal permanently removes a selected deal from your account get a contact fetches detailed information about a specific contact, including their profile and associated data get a deal fetches detailed information about a specific deal, allowing you to view all its associated data list orders fetches and displays a list of all orders from your account, allowing you to view details about each order make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints not covered by the standard modules search contacts searches your account for contacts that match specific criteria you provide, helping you quickly find the people or records you need search deals looks up and retrieves available deals from the system, helping you find current opportunities or offers update a contact updates the details of a specific contact using their unique id update a deal updates specific information or fields within an existing deal, allowing you to modify details such as the deal's stage, value, or associated contacts 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 an existing deal is updated, helping you stay informed about any changes to your deals templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=clientify https //clientify net https //clientify com/asistencia https //developer clientify com/ https //www make com/en/integrations/clientify community