Clientify

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

Integrate the Clientify API with the Microsoft Teams API

Setup the Clientify API trigger to run a workflow which integrates with the Microsoft Teams API. Pipedream's integration platform allows you to integrate Clientify and Microsoft Teams remarkably fast. Free for developers.

Create Channel with Microsoft Teams API on New Contact Created from Clientify API
Clientify + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Task Completed from Clientify API
Clientify + Microsoft Teams
 
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Create Contact with Clientify API on New Channel from Microsoft Teams API
Microsoft Teams + Clientify
 
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Create Contact with Clientify API on New Channel Message from Microsoft Teams API
Microsoft Teams + Clientify
 
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Create Contact with Clientify API on New Chat from Microsoft Teams API
Microsoft Teams + Clientify
 
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New Contact Created from the Clientify API

Emit new event when a new contact is created.

 
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New Task Completed from the Clientify API

Emit new event when a task is completed.

 
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New Channel from the Microsoft Teams API

Emit new event when a new channel is created within a team

 
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New Channel Message from the Microsoft Teams API

Emit new event when a new message is posted in a channel

 
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New Chat from the Microsoft Teams API

Emit new event when a new chat is created

 
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Create Contact with the Clientify API

Create a new contact. See the documentation

 
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Create Channel with the Microsoft Teams API

Create a new channel in Microsoft Teams. See the docs here

 
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Create Task with the Clientify API

Add a new task. See the documentation

 
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List Channels with the Microsoft Teams API

Lists all channels in a Microsoft Team. See the docs here

 
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List Shifts with the Microsoft Teams API

Get the list of shift instances for a team. See the documentation

 
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Overview of Clientify

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Connect Clientify

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientify: {
      type: "app",
      app: "clientify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clientify.net/v1/users/`,
      headers: {
        "Authorization": `Token ${this.clientify.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Overview of Microsoft Teams

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Connect Microsoft Teams

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_teams: {
      type: "app",
      app: "microsoft_teams",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_teams.$auth.oauth_access_token}`,
      },
    })
  },
})