--- title: "Connect Clientify and Inmobalia CRM - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Create Contact\" in Inmobalia CRM, or \"New Activity Log\" in Inmobalia CRM to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-inmobalia-crm" --- # Connect Clientify and Inmobalia CRM When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Create Contact** in [Inmobalia CRM](https://apiant.ai/connections/inmobalia-crm), or **New Activity Log** in Inmobalia CRM to **Add task** in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions Inmobalia CRM **12** triggers Inmobalia CRM **36** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientify and Inmobalia CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clientify and Inmobalia CRM can do together ### From Clientify to Inmobalia CRM - When **New Contact** in Clientify then **Create Contact** in Inmobalia CRM - When **New Deal** in Clientify then **Create Activity Task** in Inmobalia CRM ### From Inmobalia CRM to Clientify - When **New Activity Log** in Inmobalia CRM then **Add task** in Clientify - When **New Activity Task** in Inmobalia CRM then **Create Contact** in Clientify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clientify and Inmobalia CRM ## Triggers and actions 15 triggers · 51 actions - 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 **Activity Log Update** Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact. - Trigger **Activity Task Update** Triggers when an activity task is created or updated in Inmobalia CRM. - Trigger **Contact Update** Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed. - Trigger **New Activity Log** Triggered when a new activity log is created. - Trigger **New Activity Task** Triggered when a new activity task is created. - Trigger **New Contact** Triggered when a new contact is created in Inmobalia CRM. - Trigger **New Property** Triggers when a new property is created in Inmobalia CRM. - Trigger **New Sale** Triggers when a new sale is created in Inmobalia CRM. - Trigger **New User** Triggered when a new user is created in the agency's Inmobalia CRM account. - Trigger **New WebLead** Triggers when a new web lead is received, such as a website form submission or a lead from an integration. - Trigger **Property Update** Triggers when an existing property is changed, or a new one is added, returning the property's summary details. - Trigger **Sale Update** Triggers when a sale is created or updated in Inmobalia CRM. - Action **Create Activity Log** Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id. - Action **Create Activity Log Comment** Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment. - Action **Create Activity Task** Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings. - Action **Create Activity Task Comment** Adds a comment to an activity task. The authenticated user is recorded as the comment's author. - Action **Create Contact** Creates a new contact in Inmobalia CRM and returns the id of the new contact. - Action **Create Property** Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished. - Action **Create Property Description** Adds a description in a chosen language to a property, and returns the description that was created. - Action **Create Property File** Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details. - Action **Create Property Image** Uploads a JPEG or PNG image to a property's gallery and returns the new image's details. - Action **Create Property Link** Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link. - Action **Create WebLead** Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead. - Action **Find and Get Activity** Returns one activity, either an activity log or an activity task, by its ID. - Action **Find and Get Activity Log** Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings. - Action **Find and Get Activity Task** Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings. - Action **Find and Get Contact by Email** Finds contacts by exact email address and returns the first match along with every matching contact. - Action **Find and Get Contact by ID** Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found. - Action **Find and Get Property by ID** Returns the full details of a single property, identified by its ID. - Action **Find and Get Property by Reference** Returns the full details of the property with the given reference, including its pricing, location, features and status. - Action **Find and Get Property Description** Returns a property's description text in the language you specify, including its short, main, extra and price descriptions. - Action **Find and Get Property File by Property Id and File Id** Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID. - Action **Find and Get Property HTML by Property Id and HTML Id** Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings. - Action **Find and Get Property Image by Property Id and Image Id** Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status. - Action **Find and Get Property Link by Property Id and Link Id** Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID. - Action **Find and Get Sale by Code** Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status. - Action **Find and Get Sale by ID** Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status. - Action **Find and Get User** Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled. - Action **Get All Available Property Features** Returns every property feature in the agency's catalogue, with its code, name and type. - Action **Get All Custom Features** Returns the custom property features your agency has defined, with each feature's code and name. - Action **Get All Property Tags** Returns all the property tags defined in your Inmobalia CRM agency. - Action **Get All Property Types** Returns every property type available in the agency's Inmobalia CRM, with each type's name and category. - Action **Select Location** Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area. - Action **Update Activity Task** Updates an existing activity task in Inmobalia CRM and returns the updated task. - Action **Update Property Description** Updates the description of a property in a given language, and returns the updated description. - Action **Update Property File** Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced. - Action **Update Property Image** Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image. - Action **Update Property Link** Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link. ## Each app on its own - [ **Clientify** Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication...](https://apiant.ai/connections/clientify) - [ **Inmobalia CRM** Inmobalia CRM is the online real estate software and secure property MLS network servicing the most...](https://apiant.ai/connections/inmobalia-crm) Reviews ## What our customers say ## More from Clientify - [ **Clientify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientify-to-hubspot) - [ **Clientify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientify-to-salesforce) - [ **Clientify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientify-to-slack) - [ **Clientify to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clientify-to-google-sheets) - [ **Clientify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientify-to-gmail) - [ **Clientify to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientify-to-google-calendar) ## More into Inmobalia CRM - [ **HubSpot to Inmobalia CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-inmobalia-crm) - [ **Google Sheets to Inmobalia CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-inmobalia-crm) - [ **Gmail to Inmobalia CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-inmobalia-crm) - [ **Google Calendar to Inmobalia CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-inmobalia-crm) - [ **Google Drive to Inmobalia CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-inmobalia-crm) - [ **ActiveCampaign to Inmobalia CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-inmobalia-crm) Questions ## Clientify and Inmobalia CRM, answered ### ### What can start an automation from Clientify? Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Inmobalia CRM when something happens in Clientify? Any of Inmobalia CRM's 36 actions, including Create Activity Log, Create Activity Log Comment, Create Activity Task and Create Activity Task Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Inmobalia CRM to Clientify? Yes. When something happens in Inmobalia CRM, your agent can act in Clientify too. This page covers both directions: Inmobalia CRM's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or Inmobalia CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clientify and Inmobalia CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.