← Clientify

Create Contact with Clientify API

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Create Contact with the Clientify API
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Getting Started

Create a workflow to Create Contact with the Clientify API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Contact action
    1. Connect your Clientify account
    2. Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Email
    5. Optional- Configure Phone
    6. Optional- Select a Status
    7. Optional- Configure Title
    8. Optional- Configure Company
    9. Optional- Configure Contact Type
    10. Optional- Configure Contact Source
    11. Optional- Select a Address Type
    12. Optional- Configure Street
    13. Optional- Configure City
    14. Optional- Configure State
    15. Optional- Configure Country
    16. Optional- Configure Postal Code
    17. Optional- Configure Custom Fields
    18. Optional- Configure Description
    19. Optional- Configure Remarks
    20. Optional- Configure Summary
    21. Optional- Configure Message
    22. Optional- Configure Last Contact
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Contact with Clientify API on New Requests from HTTP / Webhook API
HTTP / Webhook + Clientify
 
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Create Contact with Clientify API on New Submission from Typeform API
Typeform + Clientify
 
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Create Contact with Clientify API on New Submission (Instant) from Jotform API
Jotform + Clientify
 
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Create Contact with Clientify API on New Scheduled Tasks from Pipedream API
Pipedream + Clientify
 
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Create Contact with Clientify API on npm Download Counts from npm API
npm + Clientify
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Contact on Clientify
Description:Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)
Version:0.0.1
Key:clientify-create-contact

Code

import clientify from "../../clientify.app.mjs";

export default {
  key: "clientify-create-contact",
  name: "Create Contact",
  version: "0.0.1",
  description: "Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)",
  type: "action",
  props: {
    clientify,
    firstName: {
      propDefinition: [
        clientify,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        clientify,
        "lastName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        clientify,
        "email",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        clientify,
        "phone",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        clientify,
        "status",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        clientify,
        "title",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        clientify,
        "company",
      ],
      optional: true,
    },
    contactType: {
      propDefinition: [
        clientify,
        "contactType",
      ],
      optional: true,
    },
    contactSource: {
      propDefinition: [
        clientify,
        "contactSource",
      ],
      optional: true,
    },
    addressType: {
      propDefinition: [
        clientify,
        "addressType",
      ],
      optional: true,
    },
    street: {
      propDefinition: [
        clientify,
        "street",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        clientify,
        "city",
      ],
      optional: true,
    },
    state: {
      propDefinition: [
        clientify,
        "state",
      ],
      optional: true,
    },
    country: {
      propDefinition: [
        clientify,
        "country",
      ],
      optional: true,
    },
    postalCode: {
      propDefinition: [
        clientify,
        "postalCode",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        clientify,
        "customFields",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      optional: true,
    },
    summary: {
      propDefinition: [
        clientify,
        "summary",
      ],
      optional: true,
    },
    message: {
      propDefinition: [
        clientify,
        "message",
      ],
      optional: true,
    },
    lastContact: {
      propDefinition: [
        clientify,
        "lastContact",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      contactType,
      contactSource,
      addressType,
      street,
      city,
      state,
      country,
      postalCode,
      customFields,
      lastContact,
      ...data
    } = this;

    const response = await this.clientify.createContact({
      $,
      data: {
        ...data,
        first_name: firstName,
        last_name: lastName,
        contact_type: contactType,
        contact_source: contactSource,
        address: [
          {
            street,
            city,
            state,
            country,
            postal_code: postalCode,
            type: addressType,
          },
        ],
        custom_fields: customFields && Object.keys(customFields).map((key) => ({
          field: key,
          value: customFields[key],
        })),
        last_contact: lastContact,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
ClientifyclientifyappThis component uses the Clientify app.
First NamefirstNamestring

Contact's first name.

Last NamelastNamestring

Contact's last name.

Emailemailstring

Contact's email.

Phonephonestring

Contact's phone.

StatusstatusstringSelect a value from the drop down menu:{ "label": "Visitor", "value": "visitor" }{ "label": "Not Qualified Lead", "value": "not-qualified-lead" }{ "label": "Cold Lead", "value": "cold-lead" }{ "label": "Warm Lead", "value": "warm-lead" }{ "label": "Hot Lead", "value": "hot-lead" }{ "label": "Lost Lead", "value": "lost-lead" }{ "label": "In Deal", "value": "in-deal" }{ "label": "Customer", "value": "client" }{ "label": "Lost Customer", "value": "lost-client" }{ "label": "Other", "value": "other" }
Titletitlestring

Contact's title.

Companycompanystring

Contact's company name.

Contact TypecontactTypestring

Contact type.

Contact SourcecontactSourcestring

Contact source.

Address TypeaddressTypeintegerSelect a value from the drop down menu:{ "label": "Work", "value": 1 }{ "label": "Home", "value": 2 }{ "label": "Billing", "value": 3 }{ "label": "Other", "value": 4 }{ "label": "Main", "value": 5 }
Streetstreetstring

The address' street.

Citycitystring

The address' city.

Statestatestring

The address' state.

Countrycountrystring

The address' country.

Postal CodepostalCodestring

The address' postal code.

Custom FieldscustomFieldsobject

Contact's custom fields.

Descriptiondescriptionstring

Contact's decription.

Remarksremarksstring

Contact's remarks.

Summarysummarystring

Contact's summary.

Messagemessagestring

Message text to be shown in the contact wall.

Last ContactlastContactstring

Last contact date. Format: YYYY-MM-DDThh:mm[:ss[.uuuuuu]][+HH:MM|-HH:MM|Z]

Authentication

Clientify uses API keys for authentication. When you connect your Clientify account, Pipedream securely stores the keys so you can easily authenticate to Clientify APIs in both code and no-code steps.

Sign in and copy your API Key from API Settings.

About 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.

More Ways to Use Clientify

Triggers

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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Actions

Create Task with the Clientify API

Add a new task. See the documentation

 
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Update Contact with the Clientify API

Update a specific contact. See the documentation

 
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