Clientify + Read AI

Clientify + Read AI integrations

Create new Clientify contacts from new Read AI meeting notes

When you capture new meeting notes in Read AI, this workflow ensures that Clientify creates a fresh contact with those details. This quick process saves you time and effort in manually transferring information between the two applications. Focus on your important client relationships while this workflow handles your administrative tasks efficiently.

When this happens...
New Meeting NotesTriggers when notes (summary, action items, etc) are available for a new meeting.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in Clientify
ActionWrite

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More things you can do with Read AI and Clientify

Discover other triggers and actions you can use with Read AI and Clientify

New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Trigger
Instant
Try It
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
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- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write

- Email
- Phone
- Full Name
- VAT Number
Action
Search

- Tag
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created in clientify.
Trigger
Polling
Try It
- 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
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
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.

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Related categories

CRM (Customer Relationship Management)

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About Read AI

Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search, and recommendations across platforms.

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants