Connect Clientify and Recharge

Both apps 58Clientify 18Recharge 40

• 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
  Customer Status Change

  Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).

• Trigger
  New Address Created

  Triggers when a new address is added for a customer.

• Trigger
  New Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Charge Created

  Triggers when a new charge is created in Recharge.

• Trigger
  New Customer

  Triggers when a new customer is added to your Recharge store.

• Trigger
  New Order

  Triggers when a new order is created in Recharge.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Activate Subscription

  Reactivates a cancelled subscription.

• Action
  Cancel Subscription

  Cancels an active subscription with a reason.

• Action
  Change Next Charge Date

  Changes the next charge date of a subscription.

• Action
  Create Customer

  Creates a customer in Recharge and returns the new customer's ID.

• Action
  Create Discount Codes

  Creates a discount code in Recharge.

• Action
  Create One Time Charge

  Adds a one-time product to an address's upcoming charge.

• Action
  Delete Address

  Deletes a Recharge address that has no active subscriptions.

• Action
  Delete Customer

  Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.

• Action
  Delete One Time Charge

  Deletes an unprocessed one-time product.

• Action
  Delete Order

  Deletes a queued (scheduled) order.

• Action
  Delete Subscription

  Permanently deletes a subscription.

• Action
  Find a Charge

  Returns one charge by ID, with its status, schedule and total.

• Action
  Find an Address

  Finds Recharge addresses by customer, address ID, discount, active status or date range.

• Action
  Find a Subscription

  Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.

• Action
  Find Customer

  Finds a Recharge customer by email or ecommerce customer ID.

• Action
  List Addresses

  Returns addresses, optionally for one customer.

• Action
  List Charges

  Returns charges, optionally filtered by customer or status.

• Action
  List Customers

  Returns a list of customers in your Recharge store.

• Action
  List One-Time Charges

  Returns one-time products, optionally for one customer or address.

• Action
  List Orders

  Returns orders, optionally filtered by customer or status.

• Action
  List Subscriptions

  Returns subscriptions, optionally filtered by customer or status.

• Action
  Process Charge

  Processes a queued charge immediately (Recharge Plus plan).

• Action
  Retrieve Address

  Returns one Recharge address by ID.

• Action
  Retrieve Customer

  Returns one Recharge customer by ID, with their name, email, phone and active subscription count.

• Action
  Retrieve Discount

  Returns one discount by ID.

• Action
  Retrieve One-Time Charge

  Returns one one-time product by ID.

• Action
  Retrieve Order

  Returns one Recharge order by ID, including its line items.

• Action
  Skip Charge

  Skips an upcoming charge.

• Action
  Unskip Charge

  Unskips a previously skipped charge.

• Action
  Update Address

  Updates a Recharge shipping address.

• Action
  Update Customer

  Updates a Recharge customer's name, email or phone.

• Action
  Update One-Time Charge

  Updates a one-time product's quantity, price or charge date.

• Action
  Update Order Line Items

  Replaces the line items on an existing Recharge order and returns the updated order.

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