Envoy for Visitors + Clientify Integration

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Envoy for Visitors + Clientify Integration

Visitor is invited in Envoy for Visitors
Triggers the automation whenever a visitor is invited
Instant
Visitor is signed-in in Envoy for Visitors
Triggers the automation whenever a visitor signs-in
Instant
Visitor is signed-out in Envoy for Visitors
Triggers the automation whenever a visitor is signed-out
Instant
Contact is created in Clientify
Triggers the automation whenever a new contact is added
Contact is updated in Clientify
Triggers the automation whenever a contact is updated
Deal stage is updated in Clientify
Triggers the automation whenever a deal stage is updated
Deal is created in Clientify
Triggers the automation whenever a new deal is created
Task is created in Clientify
Triggers the automation whenever a new task is created
Company is created in Clientify
Triggers the automation whenever a new company is created

Create pre-registration in Envoy for Visitors
Automatically creates a new pre-registration
Create contact in Clientify
Automatically adds a new contact to the database
Search contact in Clientify
Automatically finds and retrieves contact information
Search user in Clientify
Automatically searches for a user
Create deal in Clientify
Automatically generates a new deal with
Update deal in Clientify
Automatically updates deal information based on new criteria or changes
Get deal in Clientify
Automatically procure the best deals available
Close deal in Clientify
Automatically finalize a business agreement or transaction
Create task in Clientify
Automatically creates a new task
Create order in Clientify
Automatically creates a new order
Get company in Clientify
Automatically retrieves information about a company
Create abandoned cart in Clientify
Automatically creates a new abandoned cart entry
Search product in Clientify
Automatically searches for a product
Delete product in Clientify
Automatically removes a product from the database
Create product in Clientify
Automatically creates a new workspace
Search deal in Clientify

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Want to automate something else in your workflow?

You Can Also Connect Envoy for Visitors or Clientify With 1200+ Other Apps

Envoy for Visitors is an iPad visitor sign-in app that replaces physical and paper-based visitor sign-in book. It also reduces administrative burden of managing visitors by automating tasks like pre-registration, host notifications and NDA signing.

See Envoy for Visitors Integrations

Clientify helps salespeople create a more personal touch with their clients. Through Clientify, you can build the profile of your business and then automate communications through email, SMS, social media, etc.

See Clientify Integrations