Connect Clientify and SQL Server

Both apps 29Clientify 18SQL Server 11

• 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 or Updated Row

  Triggers when a new row is added or modified.

• Trigger
  New or Updated Row (Custom Query)

  Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.

• Trigger
  New Row

  Triggers when you add a new row.

• Trigger
  New Table

  Fires when a new table appears in the connected SQL Server database.

• Action
  Add Row

  Add one row to a table on the connected SQL Server database.

• Action
  Delete Row

  Delete the rows in a table whose chosen column equals a value.

• Action
  Find Row

  Find the first row in a table whose chosen column matches a value.

• Action
  Find Rows via Custom Query

  Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.

• Action
  Find Row via Custom Query

  Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.

• Action
  Run Custom Statement

  Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.

• Action
  Update Row

  Change column values on every row of a table whose chosen column matches a value.

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