Clientify + Nifty Integration

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Create Your Own Clientify & Nifty Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

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
Task is created in Nifty
Triggers the automation whenever a new task is created
Task is Completed in Nifty
Triggers the automation whenever any task is completed
Project is created in Nifty
Triggers the automation whenever a new project is created
Task list is created in Nifty
Triggers the automation whenever a new task list is created
Portfolio is created in Nifty
Triggers the automation whenever a new portfolio is created
Subtask is created in Nifty
Triggers the automation whenever a subtask is created
Document is created in Nifty
Triggers the automation whenever a new document is created
Tag is created in Nifty
Triggers the automation whenever a tag is added
New message is sent in Nifty
Triggers the automation whenever a new message is sent
File is created in Nifty
Triggers the automation whenever a particular action in the workflow fails
Milestone is created in Nifty
Triggers the automation whenever a new milestone is created

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
Create task in Nifty
Automatically creates a new task
Get task by ID in Nifty
Automatically retrieves a task using its ID
Update task in Nifty
Automatically updates the task with new information or changes
Create project in Nifty
Automatically creates a new project
Create subtask in Nifty
Automatically creates a subtask within a parent task
Create portfolio in Nifty
Automatically creates a new portfolio
Create task list/group in Nifty
Automatically creates a new list or group of tasks
Send message in Nifty
Automatically deliver a message to a designated recipient
Create milestone in Nifty
Automatically creates a milestone to track progress
Create tag in Nifty
Automatically generates a new tag
Create document in Nifty
Automatically generates a new document

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You Can Also Connect Clientify or Nifty With 1200+ Other Apps

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

Nifty is a cloud-based solution that helps you communicate and manage your projects in one place. The intuitive interface allows everyone on your team to see what's happening, stay engaged throughout the project lifecycle, and collaborate easily.

See Nifty Integrations