Clientify integration
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.
What your agents can do with Clientify
5 pre-built Clientify tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Contact
Update a specific contact.
Create Task
Add a new task.
Create Contact
Create a new contact.
Triggers (2)
New Task Completed
Emit new event when a task is completed.
New Contact Created
Emit new event when a new contact is created.
Set up Clientify in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Clientify account
In Relevance AI, open Integrations and add Clientify, then paste your API key. You will find it in your Clientify account settings.
Use Clientify in an agent
Create a tool, add a Clientify tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Clientify to work in your agents
Connect Clientify alongside 1,800+ other integrations and let your agents run the busywork.