Connect Clientify and ilert

Both apps 31Clientify 18ilert 13

• 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 or Updated Incident

  Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed.

• Action
  Accept Incident

  Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert.

• Action
  Add Alert

  Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify).

• Action
  Add maintenance window

  Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time.

• Action
  Create Incident

  Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified.

• Action
  Find User on Call

  Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call.

• Action
  Get alert

  Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders.

• Action
  Get incident

  Returns a single ilert incident by its id, including its status, severity, affected services and responders.

• Action
  Get maintenance window

  Fetches a maintenance window by ID. An error occurs if the maintenance window is not found.

• Action
  List Alert Sources

  Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy.

• Action
  List incidents

  Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date.

• Action
  List users

  Returns the users in your ilert account, with their name, email, role and contact settings.

• Action
  Resolve Incident

  Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation.

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