Connect Clientify and Fellow

Both apps 29Clientify 18Fellow 11

• 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 recording

  Triggers when a new meeting recording is created in Fellow.

• Action
  Add Talking Point

  Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place.

• Action
  Archive action item

  Archives a Fellow action item by marking it as won't do, and returns the updated action item.

• Action
  Complete Action Item

  Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item.

• Action
  Delete note

  Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access.

• Action
  Delete recording

  Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges.

• Action
  Get action item

  Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to.

• Action
  Get AI Note

  Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown.

• Action
  Get recording

  Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to.

• Action
  List notes

  Returns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content.

• Action
  List recordings

  Returns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request.

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