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 PostgreSQL API

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

Create Contact with Clientify API on New Column from PostgreSQL API
PostgreSQL + Clientify
 
Try it
Create Contact with Clientify API on New or Updated Row from PostgreSQL API
PostgreSQL + Clientify
 
Try it
Create Contact with Clientify API on New Row Custom Query from PostgreSQL API
PostgreSQL + Clientify
 
Try it
Create Contact with Clientify API on New Row from PostgreSQL API
PostgreSQL + Clientify
 
Try it
Create Contact with Clientify API on New Table from PostgreSQL API
PostgreSQL + Clientify
 
Try it
New Contact Created from the Clientify API

Emit new event when a new contact is created.

 
Try it
New Task Completed from the Clientify API

Emit new event when a task is completed.

 
Try it
New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
Try it
New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
Try it
New Row from the PostgreSQL API

Emit new event when a new row is added to a table. See the documentation

 
Try it
Create Contact with the Clientify API

Create a new contact. See the documentation

 
Try it
Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
Try it
Create Task with the Clientify API

Add a new task. See the documentation

 
Try it
Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
Try it
Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})