Connect Clientify to Dart

Both apps 28Clientify 18Dart 10

• 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
  Create Doc

  Creates a new doc in Dart with a title and optional folder and Markdown text.

• Action
  Create Task

  Creates a new task in Dart, with optional dartboard, status, assignees, tags, priority, dates and custom properties.

• Action
  Delete Doc

  Deletes an existing doc in Dart (moves it to the trash).

• Action
  Delete Task

  Moves a Dart task to the trash, where it can be recovered if needed, and returns the deleted task.

• Action
  Get Doc

  Returns a Dart doc by its ID, including its title, folder, text and link.

• Action
  Get Task

  Returns a Dart task by its ID, including its title, status, assignees and other details.

• Action
  List Docs

  Returns docs in your Dart workspace, optionally filtered by folder, title, text, editor or a search term, and sorted as you choose.

• Action
  List Tasks

  Returns tasks in your Dart workspace, optionally filtered by dartboard, status, assignee, tags, priority, dates, completion state or view.

• Action
  Update Doc

  Updates an existing Dart doc's title, folder or content. Fields left blank keep their current values.

• Action
  Update Task

  Updates an existing Dart task. Only the fields you fill in are changed.

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