Connect Clientify and Fluent Support

Both apps 30Clientify 18Fluent Support 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 Customer

  Triggers when a new customer is added in Fluent Support.

• Trigger
  New Ticket

  Triggers when a new support ticket is created in Fluent Support.

• Action
  Add Tag to Ticket

  Adds an existing tag to a Fluent Support ticket.

• Action
  Close Ticket

  Closes a Fluent Support ticket.

• Action
  Create Customer

  Creates a new customer in Fluent Support with their name, email, contact details and an optional note.

• Action
  Create Ticket

  Creates a new support ticket in Fluent Support for an existing customer.

• Action
  Get Ticket

  Returns a Fluent Support ticket with its customer, responses and details.

• Action
  List Customers

  Returns the customers in your Fluent Support help desk, optionally filtered by a search term.

• Action
  List Tickets

  Returns support tickets from Fluent Support, optionally matching a search term.

• Action
  Reopen Ticket

  Reopens a closed Fluent Support ticket.

• Action
  Reply to Ticket

  Adds an agent reply or internal note to a Fluent Support ticket, optionally closing the ticket.

• Action
  Update Ticket

  Updates one property of a ticket — its priority, customer priority, assigned agent or product.

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