Connect Clientify to Red Spot Interactive

Both apps 27Clientify 18Red Spot Interactive 9

• 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 appointment

  Books an open appointment slot for a patient at the practice and returns the new appointment's id.

• Action
  Add patient

  Creates a patient record in the practice's scheduling system and returns the new patient's id, which can be used right away to book an appointment.

• Action
  Find patients

  Returns the patient records that match the first name, last name, date of birth, phone or last-updated filters you provide.

• Action
  Find slots

  Returns the open appointment slots for a visit type and procedure at a location, either the nearest available times or those on the days you specify.

• Action
  Get appointment

  Returns one appointment with its time, status, patient, provider, location, visit type and procedure. An error occurs if the appointment is not found.

• Action
  List locations

  Returns all of the practice's active locations shown for online scheduling, with their names and addresses.

• Action
  List procedures

  Returns the practice's active procedures shown for online scheduling, with each procedure's id and patient-facing name.

• Action
  List providers

  Returns the practice's active providers shown for online scheduling, optionally only those practicing at one location.

• Action
  List visit types

  Returns all of the practice's visit types, such as new patient or established patient.

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