Connect Clientify and TimeKeeper

Both apps 35Clientify 18TimeKeeper 17

• 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
  Employee Clock In

  Triggers when an employee clocks in, returning the new time entry with its employee, job, activity and start time.

• Trigger
  Employee Clock Out

  Triggers when an employee clocks out, delivering the completed time entry with its start and end times, duration, job and activity.

• Trigger
  Leave Request Approved

  Triggers when a leave request is approved in TimeKeeper, for leave falling between 30 days ago and 59 days ahead.

• Trigger
  Who's In

  Triggers when an employee appears on the Who's In list, i.e. each time someone clocks in, with their location, last job and clock-in time.

• Action
  Add activity

  Creates a new activity in TimeKeeper that employees can log time against.

• Action
  Add a Job

  Creates a new job in TimeKeeper with a name and optional job number and address.

• Action
  Get employee timesheet

  Returns an employee's timesheet for a date range, including total regular, overtime and leave hours plus each day's time entries and leave.

• Action
  Get job breakdown report

  Generates a breakdown report for one TimeKeeper job over a date range of up to 60 days.

• Action
  List activities

  Returns every activity set up in your TimeKeeper account, with each activity's name and number.

• Action
  List employees

  Returns the employees in your TimeKeeper account, including archived ones, with their contact details, job title, teams and working locations.

• Action
  List jobs

  Returns every job in your TimeKeeper account, with each job's name, job number, completion status and id.

• Action
  List leave entries

  Returns employee leave entries (annual leave and other leave types) within a date range of up to 30 days, optionally for one employee or one leave type. Public holidays are not included.

• Action
  List leave requests

  Returns the leave requests in your TimeKeeper account for a date range of up to 90 days, optionally filtered by status, leave type or employee. Returns open requests unless another status is chosen.

• Action
  List shifts

  Returns the draft, open and published shifts scheduled in a date range of up to 90 days, optionally for one employee. Shift times are in UTC.

• Action
  List time entries

  Returns the time entries recorded in your TimeKeeper account for a date range of up to 90 days, optionally narrowed to one employee, job or activity.

• Action
  Update activity

  Updates the name and activity number of an existing activity in TimeKeeper.

• Action
  Update a Job

  Updates an existing job in TimeKeeper, changing its name, job number, address or address coordinates.

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