How to connect OffAlerts + Clientify
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Choosing a monitor will trigger on all new events on that monitor.
Triggers when a new company is created in clientify.Try ItTriggerScheduled
Triggers when a new deal is created in Clientify.Try ItTriggerScheduled
Select (or enter IDs of) one or more tags.
Triggers when a new contact is created.Try ItTriggerScheduled
Triggers when a new task is created in clientify.Try ItTriggerScheduled
If you have the full name of the contact instead of first and last name
Add the email or email list. Use comma-separate values to create an array.
Place the tags separated by commas and between double quotes
Taxpayer Identification Number
List of usernames, separated by comma, to use in round robin as owner
GDPR Acceptance Date
How OffAlerts + Clientify Integrations Work
- Step 1: Authenticate OffAlerts and Clientify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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