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Clientify

Clientify CRM (direct REST API)

Actions484

Misc → Add Company Check-in

AI-generated

Summary

Log a meeting or check-in on a Clientify company by sending a POST request with the company ID, type, comment, outcome, and date. All five inputs are required; map them from earlier workflow steps as needed.

Inputs

  • Company ID (required) — Positive numeric ID of the company to log the check-in on.
  • Type (required) — Check-in type.
  • Comment (required) — Check-in comment.
  • Outcome (required) — Check-in outcome.
  • Date (required) — Check-in date.

Output shape

A single item per input item containing the Clientify response object, plus metadata.

The request posts to /companies/{companyId}/checkin/; the company ID is used in the URL and the other fields are sent in the body. The output adds _meta with the resource, operation, HTTP method, and path. If the response is empty, the output contains { "ok": true }; a non-object response is wrapped as { "data": value }.

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