Clientify + Instantly

Create new Clientify deals for new events in Instantly

Connect your Instantly App with Clientify instantly by setting up this smart workflow. Whenever a new event happens in the Instantly app, it enables the creation of a deal in Clientify, streamlining the process and saving your time. This automation not only facilitates swift communication between the two platforms but also enhances your team's efficiency. Leverage this workflow to ensure smooth and continuous progression in your deal management journey.

When this happens...
New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
TriggerInstant
automatically do this!
Create Deal
Creates a Deal in Clientify
ActionWrite

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Supported triggers and actions

- Campaign
- Event Type
Trigger
Instant
Try It
- CampaignRequired
- TagRequired
Action
Write
- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
- Email AddressRequired
Action
Write
- CampaignRequired
- TagRequired
Action
Write

- Lead EmailRequired
- Campaign
Action
Search
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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- ContactRequired
- Abandoned Date
- Cart IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
Action
Write
- Deal nameRequired
- Deal amountRequired
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search

- Email accountsRequired
- TagRequired
Action
Write
- Email or domainRequired
Action
Write
- Tag LabelRequired
- Tag Description
Action
Write
- Email accountsRequired
- TagRequired
Action
Write
- CampaignRequired
- Email addressRequired
- New StatusRequired
Action
Write
- TagRequired
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
Try It
- 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
- ContactRequired
- Order Date
- Order IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
Action
Write