Connect Clientify and iLovePDF

Both apps 31Clientify 18iLovePDF 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 Completed Task

  Triggers when an iLovePDF task (compress, merge, split, OCR and the other tools) finishes successfully, optionally only for one tool.

• Action
  Audit PDF File

  Downloads the audit trail PDF of a signature request.

• Action
  Compress PDF

  Compresses a PDF from a public URL and returns the compressed file.

• Action
  Download Original Files

  Downloads the original, unsigned files of a signature request.

• Action
  Download Signed Files

  Downloads the signed file of a completed signature request (a ZIP when it held several files).

• Action
  Merge PDF

  Combines two PDFs from public URLs into one PDF and returns it.

• Action
  Ocr PDF

  Runs OCR on a scanned PDF from a public URL and returns a searchable PDF.

• Action
  Office to PDF

  Converts an Office document (DOC, DOCX, PPT, XLS, ODT and similar) from a public URL into a PDF and returns it.

• Action
  PDF to PDF/A

  Converts a PDF from a public URL into PDF/A for archiving and returns it.

• Action
  Protect PDF

  Password-protects a PDF from a public URL and returns the protected file.

• Action
  Send Reminder

  Sends a reminder email to every signer of a signature request who has not signed yet.

• Action
  Send Signature Request

  Sends a PDF from a public URL to a signer by email for a legally binding e-signature.

• Action
  Unlock PDF

  Removes password security from a PDF at a public URL and returns the unlocked file.

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