How to connect Clientify + Handy
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- 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
- New TaskTriggers when a new task is created in clientify.Trigger
- Create Abandoned CartCreates an Abandoned CartAction
- Create ContactCreates a Contact in ClientifyAction
- Create DealCreates a Deal in ClientifyAction
Creates a Order
Triggers when a new sales order is captured. It includes billable and non-billable, also both pre-sale and route sale.
- Step 1: Authenticate Clientify and Handy.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.