KlickTipp + umsatz.io

"modify the stage of deals in umsatz.io and add contacts in KlickTipp"

Keep your CRM management efficient and simple with this nifty workflow. When you adjust the stage of a deal within the umsatz.io app, this process will immediately reflect the same change in the KlickTipp app. This ensures that no alterations in the deal stage will be overlooked, making it perfect for those keen to streamline their business processes.

When this happens...
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
TriggerInstant
automatically do this!
Add or Update Contact
Adds a new contact. If a contact with the same email already exists, it will be updated.
ActionWrite

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Supported triggers and actions

Modify a Contact Property
Triggers when a contact property is filled or edited.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created in the system.
Trigger
Instant
Try It
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Trigger
Instant
Try It
- DealnameRequired
- Note (optional)
Action
Write

- Deal IdRequired
- Dealname
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Write
Find Contact by Id
Find contact by id
Action
Search

Find Deal by Id
Find deal by id
Action
Search
- EmailRequired
- Search also by secondary email fields?
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Search or write
- NameRequired
- Description
Action
Write
- Identify Contact ByRequired
Action
Write
- Data FieldRequired
Action
Write
- Opt-in ProcessRequired
- Email AddressRequired
Action
Write
- Subscription Status
- Bounce Status
Action
Write
List Opt-In Processes
Lists the IDs and names of all opt-in processes
Action
Write
List Tags
Lists the IDs and names of all tags
Action
Write
- Email AddressRequired
- Tag IDsRequired
Action
Write
- Email AddressRequired
- TagRequired
Action
Write
- TagRequired
- Name
- Description
Action
Write

Modify a Deal Property
Triggers when a deal property is filled or edited.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created in the system.
Trigger
Instant
Try It
New Form Submission
Triggers when a new form is submitted in the system.
Trigger
Instant
Try It
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Write
- Append values for multiselect fields instead of replacing them?
- Note (optional)
Action
Write
- EmailRequired
- Search also by secondary email fields?
Action
Search
- EmailRequired
- Search also by secondary email fields?
Action
Search
- QueryRequired
Action
Search
Watch New Events
Triggers when a webhook event occurs in KlickTipp, such as a tag being added, an email being opened or sent, a link clicked, an SMS sent, and more.
Trigger
Instant
Try It
- Identify Contact ByRequired
Action
Write
- Email AddressRequired
Action
Write
- Opt-in ProcessRequired
Action
Write
- TagRequired
Action
Write
List Data Fields
Lists the IDs and names of all data fields
Action
Write
- TagRequired
- Subscription Status
- Bounce Status
Action
Write
- Info
- Email Address
- SMS Number
- Opt-in Process
- Tag
Action
Write
- Email AddressRequired
Action
Write
- Identify Contact ByRequired
- New Email Address
- SMS Number
Action
Write

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Learn more