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Clientify

Clientify CRM (direct REST API)

Actions484

Companies → Add Contact Check-in

AI-generated

Summary

Logs a meeting or check-in against a Clientify contact by sending a POST request to the contact’s check-in endpoint.

Inputs

  • Contact ID (required) — Numeric ID of the contact to log the check-in for.
  • Type (required) — Check-in type.
  • Comment (required) — Check-in comment.
  • Outcome (required) — Check-in outcome.
  • Date (required) — Check-in date.
  • Owner (required) — Numeric owner ID.

Output shape

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

Adds _meta with the resource, operation, HTTP method, and request path. If the API returns no content, the item contains { "ok": true }; a primitive response is wrapped in data. With Continue On Fail enabled, errors are returned in an item with success: false, the operation, and an error message.

Examples

Example 1: Record a completed sales meeting for a contact

Provide the contact ID, check-in type, comment, outcome, date, and owner ID.

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