Connect Clientify and Liaison

Both apps 31Clientify 18Liaison 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 Application

  Triggers when an application for an organization is created or updated.

• Action
  Get Account Info

  Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.

• Action
  Get applicant

  Returns an applicant's account information, including profile, user principal, email and telephones.

• Action
  Get Application

  Gets one application on a CAS application form, including the applicant's submitted data.

• Action
  Get Organization

  Gets one organization on a CAS application form, with its codes, contacts and program selection rules.

• Action
  Get program

  Returns the details of a program offered by an organization on an application form, including its custom program attributes.

• Action
  List Applicants

  Lists applicants on a CAS application form, either by CAS ID or by a date range.

• Action
  List Applications

  Lists the application IDs for an organization, optionally only those last updated within a date range.

• Action
  List Organizations

  Lists the organizations (schools or departments) on a CAS application form.

• Action
  List Programs

  Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.

• Action
  List subscriptions

  Returns the business event subscriptions set up for an application form.

• Action
  Update organization

  Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.

• Action
  Update program

  Updates an existing program under an organization in a Liaison application form, returning the updated program.

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