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Clientify Integration

Integrate Clientify with 400+ apps and create workflow automations using Monkedo, the no-code automation tool. Clientify is an application that helps users optimize the customer journey. Clientify allows users to identify, attract, convert, retain and grow their customers. Clientify allows users to communicate with their clients in a personalized and automated way.

No triggers available for this app. Do you need one? Contact us.

Actions

Action components allow you to perform operations on the app.

Add Tag to Deal

Adds a tag to a specific deal in Clientify. See docs here.

Create Deal

Creates a new deal in Clientify. See docs here.

Get User

Get details of user. See docs here.

List Deals

Retrieves a list of deals from Clientify. See docs here.

List Users

Use this to get user information from Clientify. See docs here.

How to Integrate Clientify?

For Clientify integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Clientify.
  5. Drag and drop the Clientify component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Clientify account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!