Connect Clientify to Viral Loops

Both apps 29Clientify 18Viral Loops 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.

• Action
  Add Participant

  Registers a new participant in a Viral Loops campaign, optionally crediting the participant who referred them.

• Action
  Convert Participant

  Records a conversion for a registered participant in a Viral Loops campaign, optionally with a conversion value.

• Action
  Find participants

  Searches a campaign's participants by name or email, optionally filtered by conversion status and source. Returns up to 100 matching participants.

• Action
  Flag participant

  Flags a participant so they are removed from the campaign's waiting list or leaderboard without being deleted from the campaign.

• Action
  Get campaign

  Returns the configuration and public information of the connected campaign, such as its name, company name, type and landing page.

• Action
  Get campaign stats

  Returns the number of leads and the total referral count of your Viral Loops campaign.

• Action
  Get participant

  Returns a single campaign participant's details, looked up by email or referral code.

• Action
  Get Participant's Referrer

  Returns the participant who referred a given participant in your Viral Loops campaign, looked up by email or referral code.

• Action
  List participant referrals

  Returns the list of people a participant has referred to your campaign, looked up by the participant's email or referral code.

• Action
  Redeem reward

  Redeems a participant's pending reward, moving it from their pending rewards to their given rewards.

• Action
  Update participant

  Updates a participant's first name, last name, referral count, conversion count or custom field values in your Viral Loops campaign.

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