Connect Clientify and Postalytics

Both apps 32Clientify 18Postalytics 14

• 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 Campaign Event

  Triggers when a mail piece in a Postalytics campaign has a new delivery or online response event, such as delivered, returned or a page view.

• Action
  Delete Contact

  Deletes a Postalytics contact.

• Action
  Enroll a Contact Into a Flow

  Enrolls a contact into a Postalytics Flow, which sends a series of postcards or letters with delivery and response tracking.

• Action
  Get Campaign

  Returns one Postalytics campaign's details: name, status, contact list and endpoint.

• Action
  Get Contact

  Returns one Postalytics contact by its ID.

• Action
  List Campaigns

  Returns all of your Postalytics campaigns with their delivery and response stats.

• Action
  List Contact Lists

  Returns all of your Postalytics contact lists with their contact counts.

• Action
  List Contacts on a List

  Returns the contacts on one Postalytics contact list.

• Action
  List Flows

  Returns all of your Postalytics Flows, including each Flow's endpoint ID used to enroll contacts.

• Action
  List Suppression Lists

  Returns all of your Postalytics suppression lists.

• Action
  List Templates

  Returns all of your Postalytics postcard and letter templates.

• Action
  Send and Track a Postcard or Letter

  Sends a postcard or letter to one recipient through a Postalytics triggered campaign, with delivery and response tracking.

• Action
  Unenroll a Contact From a Flow

  Removes a contact from a Postalytics Flow so it gets no further mailings.

• Action
  Update Contact

  Updates a contact's name, address or email on a Postalytics contact list.

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