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Clientify
Clientify

Created by

Clientify

Last update

3 days ago

Clientify integration

is built and maintained by our partners at Clientify and verified by n8n. That means it’s solid, safe, and ready to help you tap into some great capabilities.

About Clientify

Clientify is an all-in-one CRM built for small and medium-sized businesses and agencies, with a strong presence across Spain and Latin America. It brings sales, marketing and customer communication together in a single platform: visual sales pipelines, contact and company management, email marketing, landing pages, forms, WhatsApp Business API and a multichannel inbox.

The Clientify node for n8n lets you connect your CRM to hundreds of other apps and automate the work that usually happens by hand between your sales team and the rest of your tools.

What you can do

Create, update, retrieve and search contacts and companies, keeping your CRM in sync with forms, e-commerce platforms, spreadsheets or any other source.
Manage deals across your pipelines: create opportunities, move them between stages and update their value or owner automatically.
Create and assign tasks so your sales team never misses a follow-up.
Start workflows in real time with the Clientify Trigger node, which listens to events in your account through webhooks.

Example use cases

Send new leads from Typeform, Facebook Lead Ads or your website straight into Clientify and assign them to the right salesperson.
Notify your team in Slack or Microsoft Teams when a deal is won or moves to a key stage.
Enrich new contacts with an AI model before they reach your sales team.
Sync won deals with your invoicing or ERP system to remove duplicate data entry.

Getting started

You will need a Clientify account and an API key, which you can generate from your account settings. Add it as a credential in n8n and you are ready to build your first workflow.

Get to know more about Clientify

Related categories

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What can you do with Clientify?

Add Company Address

Add an address to a company.

Add Company Call

Log a call on a company.

Add Company Check-in

Log a meeting/check-in on a company.

Add Company Email

Add an email to a company.

Add Company Employee

Link a contact as an employee of a company.

Add Company Note

Add a note to a company.

Add Company Phone

Add a phone to a company.

Add Company Tag

Add a tag to a company (creates the tag if needed).

Add Company Website

Add a website to a company.

Add Contact Address

Add an address to a contact.

Add Contact Call

Log a call on a contact.

Add Contact Check-in

Log a meeting/check-in on a contact.

Add Contact Email

Add an email to a contact.

Add Contact Note

Add a note to a contact.

Add Contact Other Company

Create an additional company relationship for a contact (by title).

Add Contact Phone

Add a phone to a contact.

Add Contact Tag

Add a tag to a contact (creates the tag if needed).

Assign Contact Owner

Assign an owner/user to a contact.

Batch Create Contacts

Create multiple contacts in a single request.

Complete Task

Mark a task as completed.

Create Company

Create a new company.

Create Contact

Create a new contact.

Create Task

Create a new task/activity.

Delete Company

Delete a company by id.

Delete Company Address

Delete a company address entry.

Delete Company Email

Delete a company email entry.

Delete Company Phone

Delete a company phone entry.

Delete Company Website

Delete a company website entry.

Delete Contact

Delete a contact by id.

Delete Contact Address

Delete a contact address entry.

Delete Contact Email

Delete a contact email entry.

Delete Contact Other Company

Delete a contact other-company relationship.

Delete Contact Phone

Delete a contact phone entry.

Get Company

Get a company by id.

Get Contact

Get a contact by id.

Get Current User

Get the currently authenticated Clientify user.

Get Task

Get a task by id.

List All Company Tags

List all available company tags (picklist helper; can be slow).

List All Contact Tags

List all available contact tags (picklist helper; can be slow).

List Companies

List companies from Clientify.

List Company Addresses

List addresses for a company.

List Company Custom Fields

List custom field values for a company.

List Company Emails

List emails for a company.

List Company Employees

List employees (contacts) for a company.

List Company Phones

List phones for a company.

List Company Sectors

List company sectors (picklist helper).

List Company Tags

List tags for a company.

List Company Tasks

List tasks for a company.

List Company Wall Entries

Get the company wall entries (timeline context).

List Company Websites

List websites for a company.

List Contact Addresses

List addresses for a contact.

List Contact Custom Fields

List custom field values for a contact.

List Contact Emails

List emails for a contact.

List Contact Other Companies

List additional company relationships for a contact.

List Contact Phones

List phones for a contact.

List Contact Tags

List tags for a contact.

List Contact Tasks

List tasks for a contact.

List Contact Wall Entries

Get the contact wall entries (timeline context).

List Contacts

List contacts from Clientify.

List Custom Field Values

List possible values for custom fields (use object_type to filter).

List Custom Fields

List custom fields (use object_type to filter).

List Task Stages

List task stages (picklist helper).

List Task Types

List task/activity types (picklist helper).

List Tasks

List tasks from Clientify.

List Users

List users from Clientify (for assignment/routing).

Remove Company Employee

Unlink a contact from a company employees list.

Remove Company Tag

Remove a tag from a company.

Remove Contact Tag

Remove a tag from a contact.

Search Companies

Search companies (wrapper over list with query params).

Update Company

Update an existing company.

Update Company Address

Update a company address entry.

Update Company Email

Update a company email entry.

Update Company Phone

Update a company phone entry.

Update Company Website

Update a company website entry.

Update Contact

Update an existing contact.

Update Contact Address

Update a contact address entry.

Update Contact Email

Update a contact email entry.

Update Contact Marketing Status

Update a contact marketing status.

Update Contact Other Company

Update a contact other-company relationship.

Update Contact Phone

Update a contact phone entry.

Update Task

Update an existing task.

How to install Clientify and use it in your n8n workflows

Verified nodes need a quick setup by an instance owner first, but after that, everyone on the instance can start using them in their workflows. Learn more here.

Sign in to n8n, open the editor, and click + in the top right to open the Nodes panel

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Connect Clientify with your company’s tech stack and create automation workflows