Connect Clientify to PeopleForce

Both apps 36Clientify 18PeopleForce 18

• Trigger
  New Contact

  Triggers when a new contact is created in Clientify.

• Trigger
  New Deal

  Triggers when a new deal is created in Clientify.

• Trigger
  New Task

  Triggers when a new task is created in Clientify.

• Action
  Add company

  Creates a company in Clientify with its contact details, address, tags and custom field values.

• Action
  Add task

  Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.

• Action
  Create Abandoned Cart

  Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.

• Action
  Create Contact

  Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.

• Action
  Create Deal

  Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.

• Action
  Create Order

  Creates an order in Clientify for a contact, with its line items.

• Action
  Delete contact

  Deletes a contact from Clientify.

• Action
  Find Contact

  Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.

• Action
  Get company

  Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.

• Action
  Get contact

  Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.

• Action
  Get deal

  Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.

• Action
  List contacts

  Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.

• Action
  Update company

  Updates an existing company in Clientify and returns the updated record.

• Action
  Update contact

  Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.

• Action
  Update deal

  Updates an existing Clientify deal, changing only the fields you fill in.

• Action
  Create Candidate

  Creates a new candidate in PeopleForce recruitment and returns the candidate record.

• Action
  Create Employee

  Creates an employee in PeopleForce and returns the new employee record.

• Action
  Create Employee Position

  Adds a new position record to a PeopleForce employee, such as a promotion or transfer.

• Action
  Create Employee Salary

  Adds a new salary record to an employee in PeopleForce and returns the created record.

• Action
  Create Leave Request

  Creates a leave request for an employee, optionally skipping the approval flow.

• Action
  Create Task

  Creates a task in PeopleForce and assigns it to an employee, with a start date and an optional description and end date.

• Action
  Find Candidate

  Returns the PeopleForce candidates that match the criteria you provide, such as email, phone number, skill, vacancy or pipeline stage.

• Action
  Find Employee

  Returns the employees that match the emails, employee numbers, IDs, manager, legal entity, status or dates you specify.

• Action
  List Employee Positions

  Returns the position records of an employee in PeopleForce.

• Action
  List Employees

  Returns employees in PeopleForce, optionally narrowed by status, dates, manager, legal entity, emails, employee numbers or ids.

• Action
  List Employee Salaries

  Returns the salary records of an employee.

• Action
  List Leave Types

  Returns the leave types defined in the PeopleForce account.

• Action
  List Termination Reasons

  Returns the termination reasons defined in the PeopleForce account.

• Action
  List Termination Types

  Returns the termination types defined in the PeopleForce account.

• Action
  Terminate Employee

  Terminates a PeopleForce employee with the given effective date, termination type and reason, and returns the updated employee.

• Action
  Update Employee

  Updates an existing employee profile in PeopleForce and returns the updated employee.

• Action
  Update Employee Position

  Updates an existing position record on an employee in PeopleForce and returns the updated record.

• Action
  Update Employee Salary

  Updates an existing salary record on an employee.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.