Clientify connector for Okou
Connect Clientify to read and manage contacts, companies, deals, tasks, activities, campaigns, automations, products, orders, real-estate records, and budgets through its official API.
Sales & operations · API Token
Use Clientify in Okou
Clientify CRM API for contacts, companies, deals, tasks, activities, campaigns, automations, products, orders, real-estate records, and budgets.
Once connected, supported Clientify actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Clientify
- Log out the current API token; this invalidates or terminates provider authentication state.
- Read contacts, contact details, tags, addresses, email, phone, company relationships, and GDPR exports.
- Read companies, sectors, employees, tags, and company details.
- Read deals, pipelines, stages, loss reasons, tags, products, and related records.
- Read tasks, task details, types, and stages.
- Read users and the authenticated user's language and account settings.
- Read the account's Clientify automations.
- Read products, product details, and product categories.
How the Clientify connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Clientify
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Clientify securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Clientify covers
The topics this connector's published operations touch.
- crm
- customer relationship management
- contacts
- companies
- deals
- sales pipeline
Clientify connector questions
- What can Okou do with Clientify?
- Connect Clientify to read and manage contacts, companies, deals, tasks, activities, campaigns, automations, products, orders, real-estate records, and budgets through its official API. Documented actions include: Log out the current API token; this invalidates or terminates provider authentication state. Read contacts, contact details, tags, addresses, email, phone, company relationships, and GDPR exports.
- How do I connect Clientify to Okou?
- Connect Clientify using API Token. The connection controls which supported actions a workflow can use.
- Can Clientify run in an automated workflow?
- Yes. After it is connected, supported Clientify actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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