SMS Idea + Clientify Integration

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SMS Idea + Clientify Integration
1.
  • Clientify
    Contact is created in Clientify

    Triggers the automation whenever a new contact is added

  • Clientify
    Contact is updated in Clientify

    Triggers the automation whenever a contact is updated

  • Clientify
    Deal stage is updated in Clientify

    Triggers the automation whenever a deal stage is updated

  • Clientify
    Deal is created in Clientify

    Triggers the automation whenever a new deal is created

  • Clientify
    Task is created in Clientify

    Triggers the automation whenever a new task is created

  • Clientify
    Company is created in Clientify

    Triggers the automation whenever a new company is created

2.
  • SMS Idea
    Send SMS alert in SMS Idea

    Automatically sends SMS notifications to designated recipients

  • Clientify
    Create contact in Clientify

    Automatically adds a new contact to the database

  • Clientify
    Search contact in Clientify

    Automatically finds and retrieves contact information

  • Clientify
    Search user in Clientify

    Automatically searches for a user

  • Clientify
    Create deal in Clientify

    Automatically generates a new deal with

  • Clientify
    Update deal in Clientify

    Automatically updates deal information based on new criteria or changes

  • Clientify
    Get deal in Clientify

    Automatically procure the best deals available

  • Clientify
    Close deal in Clientify

    Automatically finalize a business agreement or transaction

  • Clientify
    Create task in Clientify

    Automatically creates a new task

  • Clientify
    Create order in Clientify

    Automatically creates a new order

  • Clientify
    Get company in Clientify

    Automatically retrieves information about a company

  • Clientify
    Create abandoned cart in Clientify

    Automatically creates a new abandoned cart entry

  • Clientify
    Search product in Clientify

    Automatically searches for a product

  • Clientify
    Delete product in Clientify

    Automatically removes a product from the database

  • Clientify
    Create product in Clientify

    Automatically creates a new workspace

  • Clientify
    Search deal in Clientify
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