Clientify + Read AI
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 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 Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Contact
Creates a Contact in Clientify
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItNew Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst 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
