Clientify + Moodle Integration

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Clientify + Moodle Integration
1.
  • Clientify
    Contact is created in Clientify

    Triggers the automation when a new contact is added

  • Clientify
    Contact is updated in Clientify

    Triggers the automation when a contact is updated

  • Clientify
    Deal stage is updated in Clientify

    Triggers the automation when a deal stage is updated

  • Clientify
    Deal is created in Clientify

    Triggers the automation when a new deal is created

  • Clientify
    Task is created in Clientify

    Triggers the automation when a new task is created

  • Clientify
    Company is created in Clientify

    Triggers the automation when a new company is created

  • Moodle
    Student is enrolled in course in Moodle

    Triggers the automation when a student is enrolled in a course

  • Moodle
    Course is created in Moodle

    Triggers the automation when a new course is created

2.
  • Clientify
    Create contact in Clientify

    Adds a new contact to the database

  • Clientify
    Search contact in Clientify

    Finds and retrieves contact information

  • Clientify
    Search user in Clientify

    Searches for a user

  • Clientify
    Create deal in Clientify

    Generates a new deal with

  • Clientify
    Update deal in Clientify

    Updates deal information based on new criteria or changes

  • Clientify
    Get deal in Clientify

    Retrieves information about a deal

  • Clientify
    Close deal in Clientify

    Finalizes a deal

  • Clientify
    Create task in Clientify

    Creates a new task

  • Clientify
    Create order in Clientify

    Creates a new order

  • Clientify
    Get company in Clientify

    Retrieves information about a company

  • Clientify
    Create abandoned cart in Clientify

    Creates a new abandoned cart entry

  • Clientify
    Search product in Clientify

    Searches for a product

  • Clientify
    Delete product in Clientify

    Removes a product from the database

  • Clientify
    Create product in Clientify

    Creates a new workspace

  • Clientify
    Search deal in Clientify
  • Moodle
    Search course in Moodle

    Browse and locate relevant courses based on search criteria

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