Clientify + Redbooth Integration

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Create Your Own Clientify & Redbooth 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 Redbooth
Triggers the automation whenever a new task is created
Project is created in Redbooth
Triggers the automation whenever a new project is created
Notification is created in Redbooth
Triggers the automation whenever a notification is created
List is created in Redbooth
Triggers the automation whenever a new list 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 list in Redbooth
Automatically creates a new task list
Create project in Redbooth
Automatically creates a new project
Create Subtask in Redbooth
Automatically creates a subtask within a parent task
Create task in Redbooth
Automatically creates a new task
Search task in Redbooth
Automatically searches for a task
Create comment in Redbooth
Automatically generates a new comment

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Integrate Clientify & Redbooth In 1 Click
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You Can Also Connect Clientify or Redbooth 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

Redbooth is a team collaboration platform that allows teams to manage projects in one place. It includes integrated project management, task management, file sharing and time tracking tools.

See Redbooth Integrations