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 Twilio SendGrid API

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

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Add Email to Global Suppression with Twilio SendGrid API on New Contact Created from Clientify API
Clientify + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Task Completed from Clientify API
Clientify + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Contact Created from Clientify API
Clientify + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Task Completed from Clientify API
Clientify + Twilio SendGrid
 
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Create Contact List with Twilio SendGrid API on New Contact Created from Clientify API
Clientify + Twilio SendGrid
 
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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 Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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New Events (Instant) from the Twilio SendGrid API

Emit new event when any of the specified SendGrid events is received

 
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Create Contact with the Clientify API

Create a new contact. See the documentation

 
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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. 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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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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Create Contact List with the Twilio SendGrid API

Allows you to create a new contact list. See the docs here

 
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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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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