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Clientify

Clientify CRM (direct REST API)

Actions484

Tasks → Add Contact Check-in

AI-generated

Summary

Logs a meeting or check-in activity for a specific contact in Clientify.

Inputs

  • contactId (required) — Set Contact ID (can be mapped from previous steps).
  • type (required) — Set Type (can be mapped from previous steps).
  • comment (required) — Set Comment (can be mapped from previous steps).
  • outcome (required) — Set Outcome (can be mapped from previous steps).
  • date (required) — Set Date (can be mapped from previous steps).
  • owner — Set Owner (can be mapped from previous steps).

Output shape

a single record

Returns the Clientify response data. The operation uses a POST request to /contacts/${contactId}/checkin/.

Examples

Example 1: Log a sales meeting outcome for a contact.

Map Contact ID, Type, Comment, Outcome, and Date from previous steps; optionally set Owner.

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