Connect Clientify to Lone Wolf Relationships

Both apps 31Clientify 18Lone Wolf Relationships 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.

• Action
  Add contact activity

  Logs a custom activity (such as a listing view) on a contact's timeline.

• Action
  Add contact note

  Adds a note to a contact in Lone Wolf Relationships.

• Action
  Add contact opportunity

  Creates a buyer or seller opportunity on a contact, with location, budget and timing details.

• Action
  Add contact tag

  Adds a tag to a contact in Lone Wolf Relationships.

• Action
  Add email send

  Creates an email send in Lone Wolf Relationships, emailing the given recipients now or at a scheduled time.

• Action
  Add text message

  Creates a text message to a contact's phone number, sent now or scheduled for later.

• Action
  Create Contact

  Creates a new contact in Lone Wolf Relationships, with optional emails, phone numbers, addresses, tags, notes and custom field values.

• Action
  List contact notes

  Returns every note recorded on a contact.

• Action
  List contacts

  Returns contacts from Lone Wolf Relationships, optionally filtered by a search term or address.

• Action
  List contact statuses

  Returns the contact statuses defined in the Lone Wolf Relationships account, with each status's id and name.

• Action
  List custom fields

  Returns the custom contact fields defined in your Lone Wolf Relationships account, optionally filtered by name.

• Action
  List users

  Returns the users in your Lone Wolf Relationships account.

• Action
  Update contact

  Updates an existing contact in Lone Wolf Relationships, including its names, status, type, emails, phone numbers, addresses, tags and custom values.

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