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Clientify Trigger

Starts the workflow when Clientify reports a change in the CRM

Clientify Trigger

AI-generated

Summary

Starts a workflow when Clientify reports a saved or deleted event for a budget, company, contact, deal, product, or task. Choose the event to register that entity’s webhook; enable “Receive Both Entity Events” to accept both saved and deleted events for that entity.

Inputs

  • Event (required) — Select the Clientify entity event to trigger on. Saved events cover creation and updates (deal events also include won, lost, or moved); deleted events cover deletions. Activating the workflow registers the entity webhook, which delivers both event types.
  • Receive Both Entity Events — Defaults to false. When enabled, the workflow runs for both saved and deleted events for the selected entity; otherwise, it runs only for the selected event.

Output shape

A single item containing the accepted webhook notification as JSON.

The output includes the event name and, when present, timestamp, hook ID, account ID, user ID, and the resource fields flattened from the notification, with an entity-specific ID alias. It also includes changes when available and the original notification under _raw. Notifications that fail secret or event matching, or lack an event, are discarded without output.

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