Connect Clientify to Aryeo

Both apps 35Clientify 18Aryeo 17

• Trigger
  New Contact

  Triggers when a new contact is created in Clientify.

• Trigger
  New Deal

  Triggers when a new deal is created in Clientify.

• Trigger
  New Task

  Triggers when a new task is created in Clientify.

• Action
  Add company

  Creates a company in Clientify with its contact details, address, tags and custom field values.

• Action
  Add task

  Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.

• Action
  Create Abandoned Cart

  Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.

• Action
  Create Contact

  Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.

• Action
  Create Deal

  Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.

• Action
  Create Order

  Creates an order in Clientify for a contact, with its line items.

• Action
  Delete contact

  Deletes a contact from Clientify.

• Action
  Find Contact

  Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.

• Action
  Get company

  Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.

• Action
  Get contact

  Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.

• Action
  Get deal

  Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.

• Action
  List contacts

  Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.

• Action
  Update company

  Updates an existing company in Clientify and returns the updated record.

• Action
  Update contact

  Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.

• Action
  Update deal

  Updates an existing Clientify deal, changing only the fields you fill in.

• Action
  Add customer

  Creates a customer in Aryeo with an owner name and email, plus optional contact, team and branding details.

• Action
  Add customer user

  Creates a customer user in Aryeo, optionally adding them to an existing customer team or creating a new team for them.

• Action
  Add listing

  Creates a listing in Aryeo for an existing address, optionally assigning agents, orders and media sections.

• Action
  Cancel appointment

  Cancels an appointment in Aryeo, optionally notifying the order's customer.

• Action
  Create Address

  Creates a street address in Aryeo from coordinates and address parts, and returns the new address record.

• Action
  Create Appointment

  Creates a scheduled appointment on an existing Aryeo order, with a start and end time and optional assigned team members and order items.

• Action
  Create Order

  Creates an order in Aryeo, optionally attached to a customer, address and listing with product items.

• Action
  Get appointment

  Returns a single appointment by its ID, including its status, schedule times and optionally related order, items and users.

• Action
  Get listing

  Returns a single real estate listing by its ID, including address, price, building, lot, and optionally agents, media, and orders.

• Action
  Get order

  Returns a single Aryeo order, including its status, payment and fulfillment details, totals and custom fields.

• Action
  List appointments

  Returns appointments in your Aryeo account, optionally filtered by status, timeframe, start date range or assigned user.

• Action
  List customers

  Returns the customers of your Aryeo company, optionally filtered by name, email, email domain, phone, search text or customer team.

• Action
  List customer users

  Returns the customer users in your Aryeo account, optionally filtered by search text, team or pricing plan.

• Action
  List listings

  Returns the real estate listings available to your Aryeo group, optionally filtered by search term, address, agent, status, price, size, rooms or delivery status.

• Action
  List orders

  Returns the orders in your Aryeo account, optionally filtered by search term, payment or fulfillment status, appointment dates, creator, tags or assigned users.

• Action
  Update appointment

  Updates an Aryeo appointment's time, duration, attached users, order items and assigned team members.

• Action
  Update listing

  Updates an existing Aryeo listing's title, description, status, MLS details, price and property facts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.