Connect Clientify and CloudCart

Both apps 36Clientify 18CloudCart 18

• 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.

• Trigger
  New Customer

  Triggers when a new customer registers in your CloudCart store.

• Trigger
  New Order

  Triggers when a new order is placed in your CloudCart store.

• Trigger
  New Product

  Triggers when a new product is created in your CloudCart store.

• Trigger
  Order Updated

  Triggers when an order in your CloudCart store is updated, such as a status change or fulfillment.

• Trigger
  Product Updated

  Triggers when a product in your CloudCart store is modified.

• Action
  Create Category

  Creates a product category in your CloudCart store.

• Action
  Create Customer

  Creates a customer account in your CloudCart store.

• Action
  Create Product

  Creates a product in your CloudCart store.

• Action
  Create Subscriber

  Adds a newsletter subscriber to your CloudCart store.

• Action
  Create Vendor

  Creates a vendor (brand) in your CloudCart store, which you can then assign to products.

• Action
  Delete Customer

  Deletes a customer from your CloudCart store.

• Action
  Find Customer by Email

  Finds the customer with the given email address in your CloudCart store.

• Action
  Get Customer

  Returns one customer from your CloudCart store by ID.

• Action
  Get Order

  Returns one order from your CloudCart store by ID.

• Action
  Get Product

  Returns one product from your CloudCart store by ID.

• Action
  Update Customer

  Updates an existing customer's details; only the fields you fill in are changed.

• Action
  Update Order

  Updates an order's status, internal note, invoice number or shipping date.

• Action
  Update Product

  Updates a product's name, description or URL handle.

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