Clientify + UChat Integration

Integrate Clientify to UChat in one click, or tell Integrately AI how you want each lead handled. Capture new contacts, trigger chatbot text messages, update deals, and launch automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientify
    Contact is created in Clientify
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat Instant
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2.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready WorkflowsReady Workflows   for Clientify + UChat Integration

Capture new contacts, trigger chatbot responses, update deals, and send automated notifications, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Clientify + UChat flow

Sync your chatbot interactions with lead generation forms, spreadsheets, email campaigns, and team channels. Pick a combination and activate it in one click.

Clientify
UChat
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
F
C
U
Add Facebook Lead Ads leads to Clientify as contacts, and send a welcome text message in UChat
New Facebook Lead Ads leads land in Clientify as contacts immediately and trigger a UChat text message, eliminating manual data entry and delayed outreach.
F
C
U
When a contact is created in Clientify, send a UChat text message and notify your team on Facebook Lead Ads
Every new Clientify contact triggers an automated UChat message while logging lead activities across connected platforms.
F
C
U
If a Facebook Lead Ads lead is qualified, create a deal in Clientify and add a tag in UChat
Qualified Facebook Lead Ads leads automatically generate a Clientify deal and apply a specific UChat tag for targeted chatbot flows.
F
C
U
Use Claude to evaluate Facebook Lead Ads leads, create a contact in Clientify, and send a UChat text message
Claude reviews incoming Facebook Lead Ads leads before creating a Clientify contact and triggering a personalized UChat text message.

Supported triggers and actions for Clientify and UChat

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is created in Clientify
Triggers the automation when a new contact is added
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Contact is updated in Clientify
Triggers the automation when a contact is updated
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
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Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
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Search user by info in UChat
Searches for a user by info
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Search user by user ns in UChat
Searches for a user by user namespace
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Add tag by tag name in UChat
Assigns a tag based on its name
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Set user field by variable name in UChat
Sets a user field by variable name
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Set bot field by ID in UChat
Sets a bot field by id
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Set bot field by name in UChat
Sets a bot field by name
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Add tag by tag ns in UChat
Adds tags based on particular namespace
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Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
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Search sub flow by name in UChat
Searches for a sub-flow by name
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Remove tag from user in UChat
Untag a user's profile
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Create tag in UChat
Generates a new tag
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What can you automate with Clientify + UChat?

Streamline your entire customer engagement lifecycle by connecting every contact event, chatbot interaction, and pipeline update into one unified workflow.

What you can automate?
🔄
Sync Clientify contacts to UChat messaging
Automatically trigger UChat text messages and chatbot flows the moment a new contact or deal is created in Clientify. Eliminate manual data entry and engage prospects instantly.
📝
Capture every submitted chatbot variable
Map all available UChat user fields and variable value changes directly into Clientify contact profiles instead of just basic names. Your CRM records become a comprehensive source for sales outreach.
🔔
Alert your team as soon as chats happen
Send instant notifications to team channels whenever a UChat conversation opens or finishes, ensuring your support and sales reps never miss an important customer touchpoint.
🔀
Route chats based on submitted tags
Execute different UChat flows or create specific Clientify deals depending on the exact tags or variable values submitted by users during chatbot interactions.
🔄
Keep deal stages updated across platforms
Automatically update Clientify deals and modify UChat user fields whenever conversation statuses or deal pipelines change in real time.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Clientify before creating new records, updating existing profiles with fresh UChat interaction data instead of generating clutter.
💰
Handle payment and deal status changes
Automatically adjust Clientify deal stages and trigger UChat re-engagement flows whenever orders close, payments fail, or customer interactions conclude.
🌐
Extend your workflow to Slack and Google Sheets
Connect your core Clientify and UChat automation to Slack channels or Google Sheets for comprehensive team alerts and data logging.
And much more...

Who is Clientify + UChat integration for?

Connecting Clientify and UChat eliminates manual data transfer, ensuring sales and support teams act on accurate contact updates and chatbot interactions without delay.

Sales Operations Managers
Sales Operations Managers
Customer Success Leads
Customer Success Leads
Agency Account Directors
Agency Account Directors
High-Volume Support Teams
High-Volume Support Teams
Account Executives
Account Executives
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're running pipeline reviews across multiple dashboards but your Clientify and UChat records only update when someone manually exports data, so the conversion counts you're reporting against are always a few hours behind — this integration means every new contact and chat lands where it belongs instantly and your reporting stays current.
Customer Success Leads
You need to respond to VIP chatbot users immediately, and you find out too late when UChat logs sit unread before someone remembers to check Clientify — automating both apps means every conversation triggers instant follow-ups and urgent inquiries receive immediate attention.
📋
Agency Account Directors
You answer to a client who wants to see progress reports on chatbot lead generation, but piecing together Clientify deals and UChat transcripts takes half your morning — automating both apps means your pipeline metrics update automatically and client reviews are always backed by accurate data.
🚀
High-Volume Support Teams
The inquiry volume is too high for anyone to keep up by hand when chats arrive in UChat faster than agents can create Clientify tasks — connecting these apps means every conversation automatically generates the right CRM records and your team never drops a ticket.
🤝
Account Executives
You own the closing step and depend on marketing teams to hand over qualified leads, but manual handoffs between Clientify and UChat cause valuable prospects to slip through the cracks — automating both apps means every qualified lead is routed directly to your deal pipeline without delay.
🗂️
CRM Administrators
You need a reliable contact history and keep finding gaps in your database where UChat chatbot interactions failed to sync with Clientify records — automating both apps means every user field change and tag update is logged reliably with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Clientify + UChat

Build and manage your Clientify + UChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientify + UChat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientify to UChat?
Frequently Asked Questions
You can connect Clientify to UChat instantly using ready workflows or 1-click automation setups on Integrately. Link your accounts, select your preferred trigger, and let Integrately AI configure the automation.
Can I automatically send UChat messages when a new Clientify contact is created?
Frequently Asked Questions
Can I connect Clientify, UChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and UChat?
Frequently Asked Questions
How does Clientify handle contact creation in automations?
Frequently Asked Questions
How are UChat chatbot user fields updated in workflows?
Frequently Asked Questions
Do I need coding skills to automate Clientify and UChat?
Frequently Asked Questions
Is the Clientify and UChat integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Clientify or UChat With 1500+ Other Apps

Clientify
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UChat
Popular UChat Integrations
Sync UChat with messaging platforms, helpdesk software, and customer support tools to keep chatbot interactions flowing across your stack.
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