Connect Clientify to Parallel Web Systems

Both apps 31Clientify 18Parallel Web Systems 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 FindAll run

  Starts a Parallel FindAll run that searches the web for every entity matching your objective and match conditions. The run starts queued; retrieve its status and results with the FindAll run id it returns.

• Action
  Add monitor

  Creates a Parallel monitor that watches a web search query, or the output of an existing task run, for material changes on a schedule. The monitor runs once right away and then on the chosen frequency.

• Action
  Cancel monitor

  Permanently stops a monitor from running. Cancellation cannot be undone; cancelling an already-cancelled monitor changes nothing.

• Action
  Create Async Web Enrichment

  Starts an asynchronous web research/enrichment task run in Parallel. Returns immediately with the run in status 'queued'; fetch the result later with the run id.

• Action
  Extract web content

  Extracts relevant excerpts (and optionally full content) as markdown from up to 20 web URLs.

• Action
  Fetch Results for Async Runs

  Retrieves the result of a Parallel task run (created asynchronously) by its run ID, waiting until the run completes or the timeout elapses.

• Action
  Find entities by objective

  Returns up to the chosen number of people or companies, ranked, that match a natural-language description of the entities you want.

• Action
  Get FindAll run

  Retrieve a FindAll run's status, candidate metrics, generator and metadata.

• Action
  Get FindAll run result

  Retrieve a snapshot of a FindAll run's result: run status and metrics plus every candidate evaluated so far with its match status, output and citations.

• Action
  Get monitor

  Retrieves a monitor by its ID, including its type, status, frequency, query settings, webhook configuration and, for snapshot monitors, the latest output.

• Action
  List monitors

  List monitors in the Parallel account, newest first, optionally filtered by type and status.

• Action
  Search web

  Searches the web with Parallel and returns ranked results with relevant excerpts.

• Action
  Update monitor

  Updates an existing Parallel monitor's frequency, processor, webhook, metadata, query or source settings. Only the fields you fill in are changed.

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