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Clientify

Clientify CRM (direct REST API)

Actions484

Auto (Legacy Workflows) → Add Company Check-in

AI-generated

Summary

Logs a meeting or check-in on a Clientify company using a POST request. Provide the company ID, type, comment, outcome, and date; all five fields are required, and the company ID must be positive.

Inputs

  • Company ID (required) — Positive numeric ID of the company to log the check-in against; can be mapped from a previous node.
  • Type (required) — Check-in type, supplied as text.
  • Comment (required) — Check-in comment, supplied as text.
  • Outcome (required) — Check-in outcome, supplied as text.
  • Date (required) — Check-in date, supplied as text.

Output shape

A single item per input item, containing the Clientify response as JSON.

The response object is augmented with an _meta object containing the resource, operation, HTTP method, and request path. If the API returns no content, the item contains {"ok":true}; primitive responses are wrapped in a data property.

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