Clientify + LearnWorlds

Create new Clientify contacts from new leads in LearnWorlds

When a new lead appears in LearnWorlds, this workflow promptly creates a corresponding contact in Clientify. Streamline your customer management process, ensuring every prospective client is efficiently captured and stored. Improve your lead response time with seamless data transfer between your education platform and CRM.

When this happens...
New Lead
Triggers when a new email lead is captured.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact in Clientify
ActionWrite

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Supported triggers and actions

- AssessmentRequired
Trigger
Instant
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New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
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New Lead
Triggers when a new email lead is captured.
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Instant
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- CourseRequired
- Learning ActivityRequired
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Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
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Instant
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- TagRequired
Trigger
Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
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Instant
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- Full NameRequired
- EmailRequired
- ProductRequired
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- Email or IDRequired
Action
Search
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
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- ContactRequired
- Abandoned Date
- Cart IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
Action
Write
- Deal nameRequired
- Deal amountRequired
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search

New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Trigger
Instant
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Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
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Learning Program Completed
Triggers when a user completes a learning program.
Trigger
Instant
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Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Trigger
Instant
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Trigger
Instant
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- SourceRequired
- SurveyRequired
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Instant
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- TagRequired
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Instant
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New User (Legacy)
Triggers when a new user is registered.
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Instant
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User Updated
Triggers when a user profile is updated.
Trigger
Instant
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- EmailRequired
- ProductRequired
- Price
- Transaction Id
Action
Write
- Full NameRequired
- EmailRequired
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- First Name
- Last Name
- ProductRequired
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- EmailRequired
- ProductRequired
- Mark Payment as Refunded
Action
Write
- TagRequired
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- ContactRequired
- Order Date
- Order IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
Action
Write

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

Learn more

Related categories

Online Courses

Clientify + LearnWorlds

Create new Clientify contacts from new leads in LearnWorlds

Assessment Completed

New Certificate

User Enrolled in Product

New Lead

Learning Activity Completed

Payment Failed

New Enrollment Purchase (Legacy)

Subscription Updated

Tag Added

User Unenrolled From Product

New User

Create and Enroll User (Legacy)

Add Tags to User

Create User

Remove Tags From User

Find a User

New Company

New Deal

Create Abandoned Cart

Create Deal

Find Contact

New Certificate (Legacy)

Course Completed

New Lead (Legacy)

Learning Program Completed

Payment Created

User Previewed a Free Section

Subscription or Payment Plan Canceled

New Form Submission

Tag Removed

New User (Legacy)

User Updated

Enroll User in Product (Legacy)

Create User (Legacy)

Enroll User in Product

Unenroll User From Product

Tag Added to Contact

New Contact

New Task

Create Contact

Create Order

About Clientify

Related categories

Similar apps

Zapier Forms

About LearnWorlds

Related categories