Clientify + PostgreSQL
Create new PostgreSQL rows for each new Clientify deal
Make your data management more streamlined and efficient. With this workflow, each time a new deal is finalized in Clientify, a new row is promptly created in your PostgreSQL table. This means all your key information is consistently updated, saving you time and eliminating the risk of manual errors. A perfect solution for keeping your databases organized and accurate.
Make your data management more streamlined and efficient. With this workflow, each time a new deal is finalized in Clientify, a new row is promptly created in your PostgreSQL table. This means all your key information is consistently updated, saving you time and eliminating the risk of manual errors. A perfect solution for keeping your databases organized and accurate.
- When this happens...New Deal
Triggers when a new deal is created in Clientify.
- automatically do this!New Row
Triggers when you add a new row.
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TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst 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
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner
