Clientify + SwiftFox

Clientify + SwiftFox integrations

Create SwiftFox contacts from new Clientify contacts

Stop trying to keep your Clientify and SwiftFox contacts up to date manually. Set up this Zap to automatically add new Clientify contacts to your SwiftFox.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Add ContactAdds a contact to a profile in SwiftFox
ActionWrite

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More things you can do with Clientify and SwiftFox

Discover other triggers and actions you can use with Clientify and SwiftFox

- 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
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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
- 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

New Email Added
Triggers when a new email address is added to a Person or Organisation.
Trigger
Instant
Try It
New Person
Triggers when a new person is created in SwiftFox.
Trigger
Polling
Try It

Removed Contact Detail
Triggers when a contact detail is removed from a Person or Organisation in SwiftFox.
Trigger
Instant
Try It
Updated Category Type on a Person
Triggers when Category Types change on a Person.
Trigger
Instant
Try It
Updated Custom Field
Triggers when a custom field is created or updated on a Person, Organisation or Project in SwiftFox.
Trigger
Instant
Try It
- Record Type
  Required
- Record Id
  Required
- Address Type
  Required
- Address 1
  Required
- Locality/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country (ISO Code - 2 letters)
  Required
Action
Write
- Contact ID
  Required
- Contact Type
  Required
- Table ID
  Required
- Row Data
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Phone
- Date of Birth
- Prevent Duplicate Contacts
Action
Write
- Contact ID
  Required
- Contact Type
  Required
- Effective Date
  Required
- Currency
  Required
- Payment Method
  Required
- Provider
  Required
- Transaction Reference
- Receipt Number
- Amount in cents
  Required
- Description
Action
Write
- Person Id
  Required
- First Name
- Lastname
- Title
- Other Names
- Suffix
- Known As
- Date of Birth
- Place of Birth
- School Attended
- University Attended
- Occupation
- Category Type
Action
Write
- Contact ID
  Required
- Contact Type
  Required
- Table ID
  Required
- Page Number
- Page Size
Action
Search
- ID
  Required
Action
Search
- Contact ID
  Required
- Contact Type
  Required
Action
Search
- First Name
- Last Name
- Email
- Mobile
- Category Types
Action
Search
- Name
  Required
- Category Type
- Known As Name
Action
Search or write

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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- 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
New Organisation
Triggers when a new Organisation is created in SwiftFox.
Trigger
Polling
Try It
New Form Response
Triggers when a new form response is submitted.
Trigger
Instant
Try It
Updated Category Type on an Organisation
Triggers when Category Types change on an Organisation.
Trigger
Instant
Try It
Updated Contact Detail
Triggers when a contact detail is updated on a Person or Organisation in SwiftFox.
Trigger
Instant
Try It
Updated Email Preferences
Triggers when email preferences are updated on an Email Address.
Trigger
Instant
Try It
- Record Type
  Required
- Record Id
  Required
- Contact Type
  Required
- Contact Value
  Required
Action
Write
- Name
  Required
- Known As Name
Action
Write
- Record Type
  Required
- Record Id
  Required
- Content
  Required
- Date
  Required
Action
Write
- Contact ID
  Required
- Contact Type
  Required
- Table ID
  Required
- Row ID
  Required
- Row Data
  Required
Action
Write
- Contact Type
  Required
Action
Search
- ID
  Required
Action
Search
- Receipt ID
  Required
Action
Search
- Name
- Category Type
Action
Search
- Page Number
  Required
- Date From
  Required
- Date To
- Search Term
Action
Search
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Category Types
- Phone
- Date of Birth
- Prevent Duplicate Contacts
Action
Search or 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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CRM (Customer Relationship Management)

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About SwiftFox

SwiftFox is a fully-featured cloud-based Customer Relationship Management (CRM) platform with everything you need to compete.