Create contacts in Clientify from new paid members in Skool
When a new member upgrades to a paid subscription on the Skool app, enhance your client management process in the Clientify app by setting up a workflow to create a new contact instantly. This process ensures all valued members are accurately tracked and managed, relieving the task of manual data entry. Streamline your workflow and boost your productivity effortlessly with this Skool to Clientify automation.
- When this happens...New Paid MemberTriggers when a new member successfully completes payment and joins the group.
- automatically do this!Create ContactCreates a Contact in Clientify
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More things you can do with Skool and Clientify
Discover other triggers and actions you can use with Skool and Clientify
- Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItTriggerPolling - Email AddressRequired
ActionWrite- TagRequired
Try ItTriggerPolling- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling
- New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItTriggerPolling - Email AddressRequired
ActionWrite- New Company
Triggers when a new company is created in clientify.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created in Clientify.
Try ItTriggerPolling




