Supercharge Clientify with Relevance AI
Clientify is a CRM tool that allows you to automate digital sales processes by profiling customers, managing actions, and tracking tasks.
What your agents can do with Clientify
Pre-built Clientify tool steps, ready to drop into any agent or tool. Each step lists the inputs your agent fills in when it runs.
Create Contact
Create a new contact.
Update Contact
Update a specific contact.
Create Task
Create a new task.
New Contact Created
Emit new event when a new contact is created.
New Task Completed
Emit new event when a task is completed.
Custom API call
Need something the pre-built steps don't cover? Call any Clientify API endpoint directly with your connected account, using an API tool step.
Connect Clientify in four steps
You don't need to be a developer to set up this integration.
Open Relevance AI
Sign in to Relevance AI, or create a free account to get started.
Connect your Clientify account
Add your Clientify API key under Integrations. Authorize with your Clientify API key.
Create a new tool
Create a tool, the reusable building block your agents run.
Add a Clientify tool step
Pick a Clientify tool step, configure its inputs, and your agents can start using it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
Put Clientify to work in your agents
Connect Clientify alongside 2,000+ other integrations and let your agents run the busywork.