Clientify + Spoki integrations
Create or update contacts in Spoki for every new contact in Clientify
Never worry about updating your Spoki contacts manually again whenever a new client is added to Clientify. With this streamlined workflow, every time you have a fresh contact in Clientify, it instantly creates or updates that person's detail in your Spoki account. This automation takes away the tedium and leaves you free to focus on nurturing your customer relationships.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create or Update ContactCreates or updates a contact in the Spoki Platform. The match of contact is by phone.
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More things you can do with Clientify and Spoki
Discover other triggers and actions you can use with Clientify and Spoki
- TagRequired
Try ItTriggerPolling- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Task
Triggers when a new task is created in clientify.
Try ItTriggerPolling - 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
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 - ContactRequired
- Abandoned Date
- Cart IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
ActionWrite- Deal nameRequired
- Deal amountRequired
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
ActionWrite
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