Connect Clientify and Debitura

Both apps 30Clientify 18Debitura 12

• 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 Case

  Triggers when a new collection case appears in your Debitura account.

• Action
  Add Case Message

  Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.

• Action
  Check Collection Eligibility

  Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.

• Action
  Create Case

  Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.

• Action
  Find Case

  Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.

• Action
  Find Payment

  Finds one payment recorded on a Debitura case, by the payment's id, and returns it.

• Action
  Get Case Files

  Returns the documents attached to a collection case.

• Action
  Get Case Messages

  Returns the messages posted on a Debitura collection case, in the order they were sent.

• Action
  Get Case Timeline

  Returns everything that has happened on a collection case, in order, plus the stage the case has reached.

• Action
  Get Contract Status

  Returns whether the agreements needed to collect on a case have been signed yet.

• Action
  Preview Case

  Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.

• Action
  Upload File to Case

  Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.

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