Billage + Clientify Integrations
How to connect Billage + Clientify
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Create AccountCreates a new account.Action- Create ActivityCreates a new Activity.Action
- Create ContactCreates a new contact in an account.Action
- Create LeadCreates a new lead.Action
Tag Added to ContactTriggers when a tag is added to a contactTrigger- New CompanyTriggers when a new company is created in clientify.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DealTriggers when a new deal is created in Clientify.Trigger
- Clientify
Triggers when a new task is created in clientify.
Scheduled
Trigger
- Clientify
Creates an Abandoned Cart
Scheduled
Action
- Clientify
Creates a Contact in Clientify
Scheduled
Action
- Clientify
Creates a Deal in Clientify
Scheduled
Action
- Clientify
Creates a Order
Scheduled
Action
- Clientify
Search contacts
Scheduled
Action
How Billage + Clientify Integrations Work
- Step 1: Authenticate Billage and Clientify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Billage
Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project management.
Related categories
About Clientify
Clientify is a marketing and sales automation platform to easily grow your business.
It includes all the marketing tools, in just one place
Related categories
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