n8n-nodes-clientify 0.2.17 → 0.2.18
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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# Clientify Triggers
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# Clientify Triggers Reference
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**Package:** n8n-nodes-clientify
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**Total Triggers:**
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**Total Triggers:** 5
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The Clientify Trigger node listens for the event names sent by Clientify webhooks. Clientify sends broad `*.saved` events for create/update-style changes, so workflows that need more specific behavior should branch on payload fields with an n8n IF node after the trigger.
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##
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## Available Events
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| n8n Label | Payload Event | Notes |
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|---|---|---|
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| Contact Saved | `contact.saved` | Contact created or updated |
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| Company Saved | `company.saved` | Company created or updated |
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| Company Deleted | `company.deleted` | Company deleted |
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| Deal Saved | `deal.saved` | Deal created, updated, won, lost, or moved |
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| Task Saved | `task.saved` | Task created or updated |
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```
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https://your-n8n-instance.com/webhook/{unique-workflow-id}/webhook
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```
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Each workflow gets a unique URL when activated.
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---
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## 👥 Contact Triggers
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## Payload Matching
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The trigger matches the selected event against either payload shape:
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**Event:** `contact.created`
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**When:** New contact added to Clientify
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**Input Payload:**
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```json
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{
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"event": "contact.
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"
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"
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"id": 12345,
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"first_name": "John",
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"last_name": "Doe",
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"email": "john.doe@example.com",
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"phone": "+1234567890",
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"company_id": 456,
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"company_name": "Acme Corp",
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"created_at": "2025-10-02T15:30:00Z"
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}
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"event": "contact.saved",
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"contact": {
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"id": 12345,
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"first_name": "Ada",
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"last_name": "Lovelace",
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"email": "ada@example.com"
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}
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}
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```
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**Output (Available in Workflow):**
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```json
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{
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"
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"user_id": "user_67890",
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"contact_id": 12345,
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"first_name": "John",
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"last_name": "Doe",
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"email": "john.doe@example.com",
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"phone": "+1234567890",
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"company_id": 456,
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"company_name": "Acme Corp",
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"created_at": "2025-10-02T15:30:00Z",
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"_raw": { /* original payload */ }
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}
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```
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**Access Data:** `{{$json.first_name}}`, `{{$json.email}}`, etc.
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---
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### 2. Contact Updated
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**Event:** `contact.updated`
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**When:** Contact details modified
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**Input Payload:**
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```json
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{
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"event": "contact.updated",
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"timestamp": "2025-10-02T16:00:00Z",
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"account_id": "acc_12345",
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"user_id": "user_67890",
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"data": {
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"contact": {
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"id": 12345,
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"first_name": "John",
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"last_name": "Doe",
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"email": "john.new@example.com",
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"phone": "+1234567890",
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"company_id": 789,
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"company_name": "New Corp",
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"updated_at": "2025-10-02T16:00:00Z"
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},
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"changes": {
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"email": {
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"old": "john.doe@example.com",
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"new": "john.new@example.com"
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},
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"company_id": {
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"old": 456,
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"new": 789
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}
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}
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}
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}
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```
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**Output:**
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```json
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{
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"event": "contact.updated",
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"timestamp": "2025-10-02T16:00:00Z",
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"contact_id": 12345,
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"first_name": "John",
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"last_name": "Doe",
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"email": "john.new@example.com",
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"phone": "+1234567890",
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"company_id": 789,
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"company_name": "New Corp",
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"updated_at": "2025-10-02T16:00:00Z",
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"changes": {
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"email": { "old": "john.doe@example.com", "new": "john.new@example.com" },
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"company_id": { "old": 456, "new": 789 }
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"hook": {
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"id": 9823,
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"event": "contact.saved"
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"
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"contact": {
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"id": 12345,
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"first_name": "Ada",
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"last_name": "Lovelace",
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"email": "ada@example.com"
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}
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```
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---
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The trigger also supports the nested data shape:
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### 3. Contact Deleted
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**Event:** `contact.deleted`
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**When:** Contact removed from Clientify
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**Input Payload:**
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```json
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{
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"event": "contact.
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"timestamp": "2025-10-02T17:00:00Z",
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"account_id": "acc_12345",
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"user_id": "user_67890",
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"event": "contact.saved",
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"data": {
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"contact": {
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"id": 12345,
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"first_name": "
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"last_name": "
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"email": "
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"first_name": "Ada",
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"last_name": "Lovelace",
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"email": "ada@example.com"
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}
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}
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}
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```
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```json
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{
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"event": "contact.deleted",
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"timestamp": "2025-10-02T17:00:00Z",
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"contact_id": 12345,
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"first_name": "John",
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"last_name": "Doe",
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"email": "john.doe@example.com",
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"_raw": { /* original payload */ }
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}
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```
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---
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## 📊 Company Triggers
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### 4. Company Created
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**Event:** `company.created`
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**When:** New company added to Clientify
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**Input Payload:**
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```json
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{
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"event": "company.created",
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"timestamp": "2025-10-02T18:00:00Z",
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"account_id": "acc_12345",
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"user_id": "user_67890",
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"data": {
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"company": {
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"id": 999,
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"name": "Tech Startup Inc",
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"domain": "techstartup.com",
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"industry": "Technology",
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"size": "50-100",
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"country": "USA",
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"created_at": "2025-10-02T18:00:00Z"
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}
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}
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}
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```
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**Output:**
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```json
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{
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"event": "company.created",
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"timestamp": "2025-10-02T18:00:00Z",
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"company_id": 999,
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"name": "Tech Startup Inc",
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"domain": "techstartup.com",
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"industry": "Technology",
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"size": "50-100",
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"country": "USA",
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"created_at": "2025-10-02T18:00:00Z",
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"_raw": { /* original payload */ }
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}
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```
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**Access Data:** `{{$json.name}}`, `{{$json.domain}}`, `{{$json.industry}}`
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---
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### 5. Company Updated
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## Output Shape
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**When:** Company details modified
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**Input Payload:**
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```json
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{
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"event": "company.updated",
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"timestamp": "2025-10-02T19:00:00Z",
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"account_id": "acc_12345",
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"user_id": "user_67890",
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"data": {
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"company": {
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"id": 999,
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"name": "Tech Startup Inc",
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"domain": "newdomain.com",
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"industry": "SaaS",
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"updated_at": "2025-10-02T19:00:00Z"
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},
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"changes": {
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"domain": { "old": "techstartup.com", "new": "newdomain.com" },
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"industry": { "old": "Technology", "new": "SaaS" }
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}
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}
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}
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```
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The trigger flattens the matching entity onto the output item and keeps the original payload in `_raw`.
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**Output:**
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```json
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"event": "
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"timestamp": "2025-10-02T19:00:00Z",
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"company_id": 999,
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"name": "Tech Startup Inc",
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"domain": "newdomain.com",
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"industry": "SaaS",
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"updated_at": "2025-10-02T19:00:00Z",
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"changes": {
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"domain": { "old": "techstartup.com", "new": "newdomain.com" },
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"industry": { "old": "Technology", "new": "SaaS" }
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},
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"_raw": { /* original payload */ }
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}
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```
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---
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### 6. Company Deleted
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**Event:** `company.deleted`
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**When:** Company removed from Clientify
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**Input Payload:**
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```json
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{
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"event": "company.deleted",
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"timestamp": "2025-10-02T20:00:00Z",
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"account_id": "acc_12345",
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"user_id": "user_67890",
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"data": {
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"company": {
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"id": 999,
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"name": "Tech Startup Inc"
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}
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}
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}
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```
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**Output:**
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```json
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{
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"event": "company.deleted",
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"timestamp": "2025-10-02T20:00:00Z",
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"company_id": 999,
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"name": "Tech Startup Inc",
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"_raw": { /* original payload */ }
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}
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```
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---
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## 💼 Deal Triggers
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### 7. Deal Created
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**Event:** `deal.created`
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**When:** New deal/opportunity created
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**Input Payload:**
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```json
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{
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"event": "deal.created",
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"timestamp": "2025-10-02T21:00:00Z",
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"account_id": "acc_12345",
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"user_id": "user_67890",
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"data": {
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-
"deal": {
|
|
323
|
-
"id": 98765,
|
|
324
|
-
"title": "Enterprise License Sale",
|
|
325
|
-
"value": 50000,
|
|
326
|
-
"currency": "USD",
|
|
327
|
-
"contact_id": 12345,
|
|
328
|
-
"contact_name": "John Doe",
|
|
329
|
-
"company_id": 999,
|
|
330
|
-
"company_name": "Tech Startup Inc",
|
|
331
|
-
"pipeline_id": 1,
|
|
332
|
-
"pipeline_name": "Sales Pipeline",
|
|
333
|
-
"stage_id": 3,
|
|
334
|
-
"stage_name": "Proposal",
|
|
335
|
-
"created_at": "2025-10-02T21:00:00Z"
|
|
336
|
-
}
|
|
337
|
-
}
|
|
338
|
-
}
|
|
339
|
-
```
|
|
340
|
-
|
|
341
|
-
**Output:**
|
|
342
|
-
```json
|
|
343
|
-
{
|
|
344
|
-
"event": "deal.created",
|
|
345
|
-
"timestamp": "2025-10-02T21:00:00Z",
|
|
346
|
-
"deal_id": 98765,
|
|
347
|
-
"title": "Enterprise License Sale",
|
|
348
|
-
"value": 50000,
|
|
349
|
-
"currency": "USD",
|
|
350
|
-
"contact_id": 12345,
|
|
351
|
-
"contact_name": "John Doe",
|
|
352
|
-
"company_id": 999,
|
|
353
|
-
"company_name": "Tech Startup Inc",
|
|
354
|
-
"pipeline_id": 1,
|
|
355
|
-
"pipeline_name": "Sales Pipeline",
|
|
356
|
-
"stage_id": 3,
|
|
357
|
-
"stage_name": "Proposal",
|
|
358
|
-
"created_at": "2025-10-02T21:00:00Z",
|
|
359
|
-
"_raw": { /* original payload */ }
|
|
360
|
-
}
|
|
361
|
-
```
|
|
362
|
-
|
|
363
|
-
**Access Data:** `{{$json.title}}`, `{{$json.value}}`, `{{$json.stage_name}}`
|
|
364
|
-
|
|
365
|
-
---
|
|
366
|
-
|
|
367
|
-
### 8. Deal Updated
|
|
368
|
-
|
|
369
|
-
**Event:** `deal.updated`
|
|
370
|
-
**When:** Deal details modified
|
|
371
|
-
|
|
372
|
-
**Input Payload:**
|
|
373
|
-
```json
|
|
374
|
-
{
|
|
375
|
-
"event": "deal.updated",
|
|
376
|
-
"timestamp": "2025-10-02T22:00:00Z",
|
|
377
|
-
"account_id": "acc_12345",
|
|
378
|
-
"user_id": "user_67890",
|
|
379
|
-
"data": {
|
|
380
|
-
"deal": {
|
|
381
|
-
"id": 98765,
|
|
382
|
-
"title": "Enterprise License Sale",
|
|
383
|
-
"value": 60000,
|
|
384
|
-
"currency": "USD",
|
|
385
|
-
"stage_name": "Negotiation",
|
|
386
|
-
"updated_at": "2025-10-02T22:00:00Z"
|
|
387
|
-
},
|
|
388
|
-
"changes": {
|
|
389
|
-
"value": { "old": 50000, "new": 60000 },
|
|
390
|
-
"stage_name": { "old": "Proposal", "new": "Negotiation" }
|
|
391
|
-
}
|
|
392
|
-
}
|
|
393
|
-
}
|
|
394
|
-
```
|
|
395
|
-
|
|
396
|
-
**Output:**
|
|
397
|
-
```json
|
|
398
|
-
{
|
|
399
|
-
"event": "deal.updated",
|
|
400
|
-
"timestamp": "2025-10-02T22:00:00Z",
|
|
401
|
-
"deal_id": 98765,
|
|
402
|
-
"title": "Enterprise License Sale",
|
|
403
|
-
"value": 60000,
|
|
404
|
-
"currency": "USD",
|
|
405
|
-
"stage_name": "Negotiation",
|
|
406
|
-
"updated_at": "2025-10-02T22:00:00Z",
|
|
407
|
-
"changes": {
|
|
408
|
-
"value": { "old": 50000, "new": 60000 },
|
|
409
|
-
"stage_name": { "old": "Proposal", "new": "Negotiation" }
|
|
410
|
-
},
|
|
411
|
-
"_raw": { /* original payload */ }
|
|
412
|
-
}
|
|
413
|
-
```
|
|
414
|
-
|
|
415
|
-
---
|
|
416
|
-
|
|
417
|
-
### 9. Deal Won
|
|
418
|
-
|
|
419
|
-
**Event:** `deal.won`
|
|
420
|
-
**When:** Deal marked as won/closed successfully
|
|
421
|
-
|
|
422
|
-
**Input Payload:**
|
|
423
|
-
```json
|
|
424
|
-
{
|
|
425
|
-
"event": "deal.won",
|
|
426
|
-
"timestamp": "2025-10-02T23:00:00Z",
|
|
427
|
-
"account_id": "acc_12345",
|
|
428
|
-
"user_id": "user_67890",
|
|
429
|
-
"data": {
|
|
430
|
-
"deal": {
|
|
431
|
-
"id": 98765,
|
|
432
|
-
"title": "Enterprise License Sale",
|
|
433
|
-
"value": 60000,
|
|
434
|
-
"currency": "USD",
|
|
435
|
-
"contact_id": 12345,
|
|
436
|
-
"contact_name": "John Doe",
|
|
437
|
-
"company_id": 999,
|
|
438
|
-
"company_name": "Tech Startup Inc",
|
|
439
|
-
"stage_name": "Won",
|
|
440
|
-
"won_at": "2025-10-02T23:00:00Z"
|
|
441
|
-
}
|
|
442
|
-
}
|
|
443
|
-
}
|
|
444
|
-
```
|
|
445
|
-
|
|
446
|
-
**Output:**
|
|
447
|
-
```json
|
|
448
|
-
{
|
|
449
|
-
"event": "deal.won",
|
|
450
|
-
"timestamp": "2025-10-02T23:00:00Z",
|
|
451
|
-
"deal_id": 98765,
|
|
452
|
-
"title": "Enterprise License Sale",
|
|
453
|
-
"value": 60000,
|
|
454
|
-
"currency": "USD",
|
|
71
|
+
"event": "contact.saved",
|
|
455
72
|
"contact_id": 12345,
|
|
456
|
-
"
|
|
457
|
-
"
|
|
458
|
-
"
|
|
459
|
-
"
|
|
460
|
-
"
|
|
461
|
-
|
|
462
|
-
|
|
463
|
-
|
|
464
|
-
|
|
465
|
-
|
|
466
|
-
|
|
467
|
-
---
|
|
468
|
-
|
|
469
|
-
### 10. Deal Lost
|
|
470
|
-
|
|
471
|
-
**Event:** `deal.lost`
|
|
472
|
-
**When:** Deal marked as lost/closed unsuccessfully
|
|
473
|
-
|
|
474
|
-
**Input Payload:**
|
|
475
|
-
```json
|
|
476
|
-
{
|
|
477
|
-
"event": "deal.lost",
|
|
478
|
-
"timestamp": "2025-10-03T00:00:00Z",
|
|
479
|
-
"account_id": "acc_12345",
|
|
480
|
-
"user_id": "user_67890",
|
|
481
|
-
"data": {
|
|
482
|
-
"deal": {
|
|
483
|
-
"id": 98766,
|
|
484
|
-
"title": "SMB Deal",
|
|
485
|
-
"value": 5000,
|
|
486
|
-
"currency": "USD",
|
|
487
|
-
"contact_id": 12346,
|
|
488
|
-
"contact_name": "Jane Smith",
|
|
489
|
-
"stage_name": "Lost",
|
|
490
|
-
"lost_at": "2025-10-03T00:00:00Z",
|
|
491
|
-
"lost_reason": "Budget constraints"
|
|
492
|
-
}
|
|
493
|
-
}
|
|
494
|
-
}
|
|
495
|
-
```
|
|
496
|
-
|
|
497
|
-
**Output:**
|
|
498
|
-
```json
|
|
499
|
-
{
|
|
500
|
-
"event": "deal.lost",
|
|
501
|
-
"timestamp": "2025-10-03T00:00:00Z",
|
|
502
|
-
"deal_id": 98766,
|
|
503
|
-
"title": "SMB Deal",
|
|
504
|
-
"value": 5000,
|
|
505
|
-
"currency": "USD",
|
|
506
|
-
"contact_id": 12346,
|
|
507
|
-
"contact_name": "Jane Smith",
|
|
508
|
-
"stage_name": "Lost",
|
|
509
|
-
"lost_at": "2025-10-03T00:00:00Z",
|
|
510
|
-
"lost_reason": "Budget constraints",
|
|
511
|
-
"_raw": { /* original payload */ }
|
|
512
|
-
}
|
|
513
|
-
```
|
|
514
|
-
|
|
515
|
-
**Use Case:** Add to nurture campaign, schedule follow-up in 6 months
|
|
516
|
-
|
|
517
|
-
---
|
|
518
|
-
|
|
519
|
-
### 11. Deal Stage Changed
|
|
520
|
-
|
|
521
|
-
**Event:** `deal.stage_changed`
|
|
522
|
-
**When:** Deal moves to different pipeline stage
|
|
523
|
-
|
|
524
|
-
**Input Payload:**
|
|
525
|
-
```json
|
|
526
|
-
{
|
|
527
|
-
"event": "deal.stage_changed",
|
|
528
|
-
"timestamp": "2025-10-03T01:00:00Z",
|
|
529
|
-
"account_id": "acc_12345",
|
|
530
|
-
"user_id": "user_67890",
|
|
531
|
-
"data": {
|
|
532
|
-
"deal": {
|
|
533
|
-
"id": 98765,
|
|
534
|
-
"title": "Enterprise License Sale",
|
|
535
|
-
"value": 60000,
|
|
536
|
-
"stage_id": 4,
|
|
537
|
-
"stage_name": "Contract",
|
|
538
|
-
"previous_stage_id": 3,
|
|
539
|
-
"previous_stage_name": "Negotiation"
|
|
540
|
-
},
|
|
541
|
-
"changes": {
|
|
542
|
-
"stage_name": { "old": "Negotiation", "new": "Contract" }
|
|
543
|
-
}
|
|
544
|
-
}
|
|
545
|
-
}
|
|
546
|
-
```
|
|
547
|
-
|
|
548
|
-
**Output:**
|
|
549
|
-
```json
|
|
550
|
-
{
|
|
551
|
-
"event": "deal.stage_changed",
|
|
552
|
-
"timestamp": "2025-10-03T01:00:00Z",
|
|
553
|
-
"deal_id": 98765,
|
|
554
|
-
"title": "Enterprise License Sale",
|
|
555
|
-
"value": 60000,
|
|
556
|
-
"stage_id": 4,
|
|
557
|
-
"stage_name": "Contract",
|
|
558
|
-
"previous_stage_id": 3,
|
|
559
|
-
"previous_stage_name": "Negotiation",
|
|
560
|
-
"changes": {
|
|
561
|
-
"stage_name": { "old": "Negotiation", "new": "Contract" }
|
|
562
|
-
},
|
|
563
|
-
"_raw": { /* original payload */ }
|
|
564
|
-
}
|
|
565
|
-
```
|
|
566
|
-
|
|
567
|
-
**Use Case:** Different actions per stage (Proposal → send pricing, Contract → generate document)
|
|
568
|
-
|
|
569
|
-
---
|
|
570
|
-
|
|
571
|
-
### 12. Deal Deleted
|
|
572
|
-
|
|
573
|
-
**Event:** `deal.deleted`
|
|
574
|
-
**When:** Deal removed from Clientify
|
|
575
|
-
|
|
576
|
-
**Input Payload:**
|
|
577
|
-
```json
|
|
578
|
-
{
|
|
579
|
-
"event": "deal.deleted",
|
|
580
|
-
"timestamp": "2025-10-03T02:00:00Z",
|
|
581
|
-
"account_id": "acc_12345",
|
|
582
|
-
"user_id": "user_67890",
|
|
583
|
-
"data": {
|
|
584
|
-
"deal": {
|
|
585
|
-
"id": 98767,
|
|
586
|
-
"title": "Canceled Deal"
|
|
587
|
-
}
|
|
588
|
-
}
|
|
589
|
-
}
|
|
590
|
-
```
|
|
591
|
-
|
|
592
|
-
**Output:**
|
|
593
|
-
```json
|
|
594
|
-
{
|
|
595
|
-
"event": "deal.deleted",
|
|
596
|
-
"timestamp": "2025-10-03T02:00:00Z",
|
|
597
|
-
"deal_id": 98767,
|
|
598
|
-
"title": "Canceled Deal",
|
|
599
|
-
"_raw": { /* original payload */ }
|
|
600
|
-
}
|
|
601
|
-
```
|
|
602
|
-
|
|
603
|
-
---
|
|
604
|
-
|
|
605
|
-
## ✅ Task Triggers
|
|
606
|
-
|
|
607
|
-
### 13. Task Created
|
|
608
|
-
|
|
609
|
-
**Event:** `task.created`
|
|
610
|
-
**When:** New task/activity created
|
|
611
|
-
|
|
612
|
-
**Input Payload:**
|
|
613
|
-
```json
|
|
614
|
-
{
|
|
615
|
-
"event": "task.created",
|
|
616
|
-
"timestamp": "2025-10-03T03:00:00Z",
|
|
617
|
-
"account_id": "acc_12345",
|
|
618
|
-
"user_id": "user_67890",
|
|
619
|
-
"data": {
|
|
620
|
-
"task": {
|
|
621
|
-
"id": 5555,
|
|
622
|
-
"title": "Follow up with John Doe",
|
|
623
|
-
"description": "Discuss pricing options",
|
|
624
|
-
"type": "call",
|
|
625
|
-
"contact_id": 12345,
|
|
626
|
-
"contact_name": "John Doe",
|
|
627
|
-
"deal_id": 98765,
|
|
628
|
-
"deal_title": "Enterprise License Sale",
|
|
629
|
-
"assigned_to": "user_67890",
|
|
630
|
-
"assigned_to_name": "Sales Rep",
|
|
631
|
-
"due_date": "2025-10-05",
|
|
632
|
-
"created_at": "2025-10-03T03:00:00Z"
|
|
633
|
-
}
|
|
634
|
-
}
|
|
635
|
-
}
|
|
636
|
-
```
|
|
637
|
-
|
|
638
|
-
**Output:**
|
|
639
|
-
```json
|
|
640
|
-
{
|
|
641
|
-
"event": "task.created",
|
|
642
|
-
"timestamp": "2025-10-03T03:00:00Z",
|
|
643
|
-
"task_id": 5555,
|
|
644
|
-
"title": "Follow up with John Doe",
|
|
645
|
-
"description": "Discuss pricing options",
|
|
646
|
-
"type": "call",
|
|
647
|
-
"contact_id": 12345,
|
|
648
|
-
"contact_name": "John Doe",
|
|
649
|
-
"deal_id": 98765,
|
|
650
|
-
"deal_title": "Enterprise License Sale",
|
|
651
|
-
"assigned_to": "user_67890",
|
|
652
|
-
"assigned_to_name": "Sales Rep",
|
|
653
|
-
"due_date": "2025-10-05",
|
|
654
|
-
"created_at": "2025-10-03T03:00:00Z",
|
|
655
|
-
"_raw": { /* original payload */ }
|
|
656
|
-
}
|
|
657
|
-
```
|
|
658
|
-
|
|
659
|
-
**Use Case:** Add task to Google Calendar, send notification to assigned user
|
|
660
|
-
|
|
661
|
-
---
|
|
662
|
-
|
|
663
|
-
### 14. Task Completed
|
|
664
|
-
|
|
665
|
-
**Event:** `task.completed`
|
|
666
|
-
**When:** Task marked as completed
|
|
667
|
-
|
|
668
|
-
**Input Payload:**
|
|
669
|
-
```json
|
|
670
|
-
{
|
|
671
|
-
"event": "task.completed",
|
|
672
|
-
"timestamp": "2025-10-03T04:00:00Z",
|
|
673
|
-
"account_id": "acc_12345",
|
|
674
|
-
"user_id": "user_67890",
|
|
675
|
-
"data": {
|
|
676
|
-
"task": {
|
|
677
|
-
"id": 5555,
|
|
678
|
-
"title": "Follow up with John Doe",
|
|
679
|
-
"type": "call",
|
|
680
|
-
"contact_id": 12345,
|
|
681
|
-
"contact_name": "John Doe",
|
|
682
|
-
"deal_id": 98765,
|
|
683
|
-
"assigned_to": "user_67890",
|
|
684
|
-
"assigned_to_name": "Sales Rep",
|
|
685
|
-
"completed_at": "2025-10-03T04:00:00Z"
|
|
686
|
-
}
|
|
687
|
-
}
|
|
688
|
-
}
|
|
689
|
-
```
|
|
690
|
-
|
|
691
|
-
**Output:**
|
|
692
|
-
```json
|
|
693
|
-
{
|
|
694
|
-
"event": "task.completed",
|
|
695
|
-
"timestamp": "2025-10-03T04:00:00Z",
|
|
696
|
-
"task_id": 5555,
|
|
697
|
-
"title": "Follow up with John Doe",
|
|
698
|
-
"type": "call",
|
|
699
|
-
"contact_id": 12345,
|
|
700
|
-
"contact_name": "John Doe",
|
|
701
|
-
"deal_id": 98765,
|
|
702
|
-
"assigned_to": "user_67890",
|
|
703
|
-
"assigned_to_name": "Sales Rep",
|
|
704
|
-
"completed_at": "2025-10-03T04:00:00Z",
|
|
705
|
-
"_raw": { /* original payload */ }
|
|
706
|
-
}
|
|
707
|
-
```
|
|
708
|
-
|
|
709
|
-
**Use Case:** Log activity in reporting system, update deal progress
|
|
710
|
-
|
|
711
|
-
---
|
|
712
|
-
|
|
713
|
-
### 15. Task Due Soon
|
|
714
|
-
|
|
715
|
-
**Event:** `task.due_soon`
|
|
716
|
-
**When:** Task approaching due date (configured in Clientify)
|
|
717
|
-
|
|
718
|
-
**Input Payload:**
|
|
719
|
-
```json
|
|
720
|
-
{
|
|
721
|
-
"event": "task.due_soon",
|
|
722
|
-
"timestamp": "2025-10-03T05:00:00Z",
|
|
723
|
-
"account_id": "acc_12345",
|
|
724
|
-
"user_id": "user_67890",
|
|
725
|
-
"data": {
|
|
726
|
-
"task": {
|
|
727
|
-
"id": 5556,
|
|
728
|
-
"title": "Send proposal to Jane Smith",
|
|
729
|
-
"type": "email",
|
|
730
|
-
"contact_id": 12346,
|
|
731
|
-
"contact_name": "Jane Smith",
|
|
732
|
-
"assigned_to": "user_67890",
|
|
733
|
-
"assigned_to_name": "Sales Rep",
|
|
734
|
-
"due_date": "2025-10-04",
|
|
735
|
-
"hours_until_due": 23
|
|
736
|
-
}
|
|
737
|
-
}
|
|
738
|
-
}
|
|
739
|
-
```
|
|
740
|
-
|
|
741
|
-
**Output:**
|
|
742
|
-
```json
|
|
743
|
-
{
|
|
744
|
-
"event": "task.due_soon",
|
|
745
|
-
"timestamp": "2025-10-03T05:00:00Z",
|
|
746
|
-
"task_id": 5556,
|
|
747
|
-
"title": "Send proposal to Jane Smith",
|
|
748
|
-
"type": "email",
|
|
749
|
-
"contact_id": 12346,
|
|
750
|
-
"contact_name": "Jane Smith",
|
|
751
|
-
"assigned_to": "user_67890",
|
|
752
|
-
"assigned_to_name": "Sales Rep",
|
|
753
|
-
"due_date": "2025-10-04",
|
|
754
|
-
"hours_until_due": 23,
|
|
755
|
-
"_raw": { /* original payload */ }
|
|
756
|
-
}
|
|
757
|
-
```
|
|
758
|
-
|
|
759
|
-
**Use Case:** Send reminder to assigned user
|
|
760
|
-
|
|
761
|
-
---
|
|
762
|
-
|
|
763
|
-
### 16. Task Overdue
|
|
764
|
-
|
|
765
|
-
**Event:** `task.overdue`
|
|
766
|
-
**When:** Task passed due date without completion
|
|
767
|
-
|
|
768
|
-
**Input Payload:**
|
|
769
|
-
```json
|
|
770
|
-
{
|
|
771
|
-
"event": "task.overdue",
|
|
772
|
-
"timestamp": "2025-10-03T06:00:00Z",
|
|
773
|
-
"account_id": "acc_12345",
|
|
774
|
-
"user_id": "user_67890",
|
|
775
|
-
"data": {
|
|
776
|
-
"task": {
|
|
777
|
-
"id": 5557,
|
|
778
|
-
"title": "Call prospect",
|
|
779
|
-
"type": "call",
|
|
780
|
-
"contact_id": 12347,
|
|
781
|
-
"contact_name": "Bob Johnson",
|
|
782
|
-
"assigned_to": "user_67891",
|
|
783
|
-
"assigned_to_name": "Sales Rep 2",
|
|
784
|
-
"due_date": "2025-10-02",
|
|
785
|
-
"days_overdue": 1
|
|
73
|
+
"id": 12345,
|
|
74
|
+
"first_name": "Ada",
|
|
75
|
+
"last_name": "Lovelace",
|
|
76
|
+
"email": "ada@example.com",
|
|
77
|
+
"_raw": {
|
|
78
|
+
"event": "contact.saved",
|
|
79
|
+
"contact": {
|
|
80
|
+
"id": 12345,
|
|
81
|
+
"first_name": "Ada",
|
|
82
|
+
"last_name": "Lovelace",
|
|
83
|
+
"email": "ada@example.com"
|
|
786
84
|
}
|
|
787
85
|
}
|
|
788
86
|
}
|
|
789
87
|
```
|
|
790
88
|
|
|
791
|
-
|
|
792
|
-
```json
|
|
793
|
-
{
|
|
794
|
-
"event": "task.overdue",
|
|
795
|
-
"timestamp": "2025-10-03T06:00:00Z",
|
|
796
|
-
"task_id": 5557,
|
|
797
|
-
"title": "Call prospect",
|
|
798
|
-
"type": "call",
|
|
799
|
-
"contact_id": 12347,
|
|
800
|
-
"contact_name": "Bob Johnson",
|
|
801
|
-
"assigned_to": "user_67891",
|
|
802
|
-
"assigned_to_name": "Sales Rep 2",
|
|
803
|
-
"due_date": "2025-10-02",
|
|
804
|
-
"days_overdue": 1,
|
|
805
|
-
"_raw": { /* original payload */ }
|
|
806
|
-
}
|
|
807
|
-
```
|
|
808
|
-
|
|
809
|
-
**Use Case:** Send urgent notification to manager, escalate task
|
|
810
|
-
|
|
811
|
-
---
|
|
812
|
-
|
|
813
|
-
## Quick Reference Table
|
|
814
|
-
|
|
815
|
-
| # | Event | Type | Use Case |
|
|
816
|
-
|---|-------|------|----------|
|
|
817
|
-
| 1 | `contact.created` | Contact | Welcome email, create follow-up task |
|
|
818
|
-
| 2 | `contact.updated` | Contact | Sync to external CRM, log changes |
|
|
819
|
-
| 3 | `contact.deleted` | Contact | Archive data, remove from mailing lists |
|
|
820
|
-
| 4 | `company.created` | Company | Research company, assign account manager |
|
|
821
|
-
| 5 | `company.updated` | Company | Update external systems |
|
|
822
|
-
| 6 | `company.deleted` | Company | Clean up related data |
|
|
823
|
-
| 7 | `deal.created` | Deal | Notify sales team, create tasks |
|
|
824
|
-
| 8 | `deal.updated` | Deal | Track changes, update forecasts |
|
|
825
|
-
| 9 | `deal.won` | Deal | Send celebration, create invoice, onboard customer |
|
|
826
|
-
| 10 | `deal.lost` | Deal | Add to nurture campaign, analyze loss reason |
|
|
827
|
-
| 11 | `deal.stage_changed` | Deal | Stage-specific actions (pricing, contracts) |
|
|
828
|
-
| 12 | `deal.deleted` | Deal | Log deletion, archive data |
|
|
829
|
-
| 13 | `task.created` | Task | Add to calendar, notify assignee |
|
|
830
|
-
| 14 | `task.completed` | Task | Log activity, update metrics |
|
|
831
|
-
| 15 | `task.due_soon` | Task | Send reminder |
|
|
832
|
-
| 16 | `task.overdue` | Task | Escalate to manager |
|
|
833
|
-
|
|
834
|
-
---
|
|
835
|
-
|
|
836
|
-
## Common Workflow Patterns
|
|
837
|
-
|
|
838
|
-
### Pattern 1: Instant Notification
|
|
839
|
-
```
|
|
840
|
-
[Clientify Trigger: Deal Won] → [Slack: Post to #sales-wins]
|
|
841
|
-
```
|
|
842
|
-
|
|
843
|
-
### Pattern 2: Multi-Step Automation
|
|
844
|
-
```
|
|
845
|
-
[Clientify Trigger: Contact Created] → [Send Email] → [Create Task] → [Add to Mailchimp]
|
|
846
|
-
```
|
|
847
|
-
|
|
848
|
-
### Pattern 3: Conditional Logic
|
|
849
|
-
```
|
|
850
|
-
[Clientify Trigger: Deal Stage Changed] → [IF: stage = "Contract"] → [Generate PDF Contract]
|
|
851
|
-
```
|
|
852
|
-
|
|
853
|
-
### Pattern 4: Data Sync
|
|
854
|
-
```
|
|
855
|
-
[Clientify Trigger: Contact Updated] → [IF: email changed] → [HTTP: Update HubSpot]
|
|
856
|
-
```
|
|
857
|
-
|
|
858
|
-
---
|
|
859
|
-
|
|
860
|
-
## Setup Instructions
|
|
861
|
-
|
|
862
|
-
### 1. In n8n
|
|
863
|
-
|
|
864
|
-
1. Add "Clientify Trigger" node
|
|
865
|
-
2. Select event from dropdown
|
|
866
|
-
3. Choose Clientify MCP credentials
|
|
867
|
-
4. Save workflow
|
|
868
|
-
5. **Activate workflow** (toggle ON)
|
|
869
|
-
6. Click trigger node → Expand "Webhook URLs"
|
|
870
|
-
7. Switch to "Production URL" tab
|
|
871
|
-
8. **Copy the URL** (unique per workflow)
|
|
89
|
+
Entity-specific ID aliases:
|
|
872
90
|
|
|
873
|
-
|
|
91
|
+
| Event Family | Alias |
|
|
92
|
+
|---|---|
|
|
93
|
+
| `contact.*` | `contact_id` |
|
|
94
|
+
| `company.*` | `company_id` |
|
|
95
|
+
| `deal.*` | `deal_id` |
|
|
96
|
+
| `task.*` | `task_id` |
|
|
874
97
|
|
|
875
|
-
|
|
876
|
-
2. Click "Add Webhook"
|
|
877
|
-
3. **Event:** Select matching event (e.g., "contact.created")
|
|
878
|
-
4. **URL:** Paste n8n webhook URL
|
|
879
|
-
5. **Status:** Active
|
|
880
|
-
6. Save
|
|
98
|
+
## Example Workflow Patterns
|
|
881
99
|
|
|
882
|
-
|
|
883
|
-
|
|
884
|
-
|
|
885
|
-
|
|
886
|
-
|
|
887
|
-
|
|
888
|
-
## Important Notes
|
|
889
|
-
|
|
890
|
-
### Event Name Matching
|
|
891
|
-
- n8n event: "Contact Created" = `contact.created`
|
|
892
|
-
- Clientify must send: `"event": "contact.created"`
|
|
893
|
-
- **Case-sensitive!**
|
|
894
|
-
|
|
895
|
-
### Data Access in Workflows
|
|
896
|
-
```javascript
|
|
897
|
-
{{$json.first_name}} // "John"
|
|
898
|
-
{{$json.email}} // "john@example.com"
|
|
899
|
-
{{$json.value}} // 50000 (for deals)
|
|
900
|
-
{{$json.changes.email.old}} // Previous email (for updates)
|
|
901
|
-
{{$json._raw}} // Full original payload
|
|
100
|
+
```text
|
|
101
|
+
Clientify Trigger: Contact Saved -> IF: email exists -> Add tag / send email
|
|
102
|
+
Clientify Trigger: Company Saved -> IF: company sector changed -> Update downstream system
|
|
103
|
+
Clientify Trigger: Deal Saved -> IF: status is won -> Notify sales channel
|
|
104
|
+
Clientify Trigger: Task Saved -> IF: due date is today -> Create reminder
|
|
902
105
|
```
|
|
903
106
|
|
|
904
|
-
|
|
905
|
-
- Unique per workflow
|
|
906
|
-
- Only works when workflow is ACTIVE
|
|
907
|
-
- Recreating workflow = new URL
|
|
908
|
-
- Must be publicly accessible (for production)
|
|
909
|
-
|
|
910
|
-
---
|
|
911
|
-
|
|
912
|
-
## Support
|
|
913
|
-
|
|
914
|
-
- **Issues:** https://github.com/contacteitor/clientify_n8n/issues
|
|
915
|
-
- **Email:** develop@clientify.com
|
|
916
|
-
- **Docs:** https://mcp.clientify.com/docs
|
|
917
|
-
|
|
918
|
-
---
|
|
107
|
+
## Troubleshooting
|
|
919
108
|
|
|
920
|
-
|
|
921
|
-
|
|
922
|
-
|
|
109
|
+
- If the workflow does not run, confirm the incoming payload event is one of the five events above.
|
|
110
|
+
- If Clientify sends `hook.event`, the node will use that value automatically.
|
|
111
|
+
- If Clientify sends both top-level `event` and `hook.event`, the top-level `event` takes precedence.
|
|
112
|
+
- If you need created vs updated or won vs lost behavior, inspect fields inside `_raw` or the flattened entity output and branch in the workflow.
|
|
@@ -1,6 +1,22 @@
|
|
|
1
1
|
"use strict";
|
|
2
2
|
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
3
|
exports.ClientifyTrigger = void 0;
|
|
4
|
+
function getPayloadEvent(payload) {
|
|
5
|
+
var _a;
|
|
6
|
+
return payload.event || ((_a = payload.hook) === null || _a === void 0 ? void 0 : _a.event);
|
|
7
|
+
}
|
|
8
|
+
function getPayloadEntity(payload, entity) {
|
|
9
|
+
var _a;
|
|
10
|
+
const fromData = (_a = payload.data) === null || _a === void 0 ? void 0 : _a[entity];
|
|
11
|
+
if (fromData && typeof fromData === 'object') {
|
|
12
|
+
return fromData;
|
|
13
|
+
}
|
|
14
|
+
const fromRoot = payload[entity];
|
|
15
|
+
if (fromRoot && typeof fromRoot === 'object') {
|
|
16
|
+
return fromRoot;
|
|
17
|
+
}
|
|
18
|
+
return undefined;
|
|
19
|
+
}
|
|
4
20
|
class ClientifyTrigger {
|
|
5
21
|
constructor() {
|
|
6
22
|
this.description = {
|
|
@@ -31,92 +47,34 @@ class ClientifyTrigger {
|
|
|
31
47
|
name: 'event',
|
|
32
48
|
type: 'options',
|
|
33
49
|
required: true,
|
|
34
|
-
default: 'contact.
|
|
50
|
+
default: 'contact.saved',
|
|
35
51
|
description: 'The Clientify event that will trigger this workflow',
|
|
36
52
|
options: [
|
|
37
|
-
//
|
|
38
|
-
{
|
|
39
|
-
name: 'Company Created',
|
|
40
|
-
value: 'company.created',
|
|
41
|
-
description: 'Triggers when a new company is created in Clientify',
|
|
42
|
-
},
|
|
53
|
+
// Clientify sends saved events for create and update operations.
|
|
43
54
|
{
|
|
44
55
|
name: 'Company Deleted',
|
|
45
56
|
value: 'company.deleted',
|
|
46
57
|
description: 'Triggers when a company is deleted from Clientify',
|
|
47
58
|
},
|
|
48
59
|
{
|
|
49
|
-
name: 'Company
|
|
50
|
-
value: 'company.
|
|
51
|
-
description: 'Triggers when a company is updated in Clientify',
|
|
52
|
-
},
|
|
53
|
-
// Contact Events
|
|
54
|
-
{
|
|
55
|
-
name: 'Contact Created',
|
|
56
|
-
value: 'contact.created',
|
|
57
|
-
description: 'Triggers when a new contact is created in Clientify',
|
|
58
|
-
},
|
|
59
|
-
{
|
|
60
|
-
name: 'Contact Deleted',
|
|
61
|
-
value: 'contact.deleted',
|
|
62
|
-
description: 'Triggers when a contact is deleted from Clientify',
|
|
63
|
-
},
|
|
64
|
-
{
|
|
65
|
-
name: 'Contact Updated',
|
|
66
|
-
value: 'contact.updated',
|
|
67
|
-
description: 'Triggers when a contact is updated in Clientify',
|
|
68
|
-
},
|
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69
|
-
// Deal Events
|
|
70
|
-
{
|
|
71
|
-
name: 'Deal Created',
|
|
72
|
-
value: 'deal.created',
|
|
73
|
-
description: 'Triggers when a new deal is created in Clientify',
|
|
60
|
+
name: 'Company Saved',
|
|
61
|
+
value: 'company.saved',
|
|
62
|
+
description: 'Triggers when a company is created or updated in Clientify',
|
|
74
63
|
},
|
|
75
64
|
{
|
|
76
|
-
name: '
|
|
77
|
-
value: '
|
|
78
|
-
description: 'Triggers when a
|
|
65
|
+
name: 'Contact Saved',
|
|
66
|
+
value: 'contact.saved',
|
|
67
|
+
description: 'Triggers when a contact is created or updated in Clientify',
|
|
79
68
|
},
|
|
80
69
|
{
|
|
81
|
-
name: 'Deal
|
|
82
|
-
value: 'deal.
|
|
83
|
-
description: 'Triggers when a deal is
|
|
70
|
+
name: 'Deal Saved',
|
|
71
|
+
value: 'deal.saved',
|
|
72
|
+
description: 'Triggers when a deal is created, updated, won, lost, or moved in Clientify',
|
|
84
73
|
},
|
|
85
74
|
{
|
|
86
|
-
name: '
|
|
87
|
-
value: '
|
|
88
|
-
description: 'Triggers when a
|
|
89
|
-
},
|
|
90
|
-
{
|
|
91
|
-
name: 'Deal Updated',
|
|
92
|
-
value: 'deal.updated',
|
|
93
|
-
description: 'Triggers when a deal is updated in Clientify',
|
|
94
|
-
},
|
|
95
|
-
{
|
|
96
|
-
name: 'Deal Won',
|
|
97
|
-
value: 'deal.won',
|
|
98
|
-
description: 'Triggers when a deal is marked as won',
|
|
99
|
-
},
|
|
100
|
-
// Task Events
|
|
101
|
-
{
|
|
102
|
-
name: 'Task Completed',
|
|
103
|
-
value: 'task.completed',
|
|
104
|
-
description: 'Triggers when a task is marked as completed',
|
|
105
|
-
},
|
|
106
|
-
{
|
|
107
|
-
name: 'Task Created',
|
|
108
|
-
value: 'task.created',
|
|
109
|
-
description: 'Triggers when a new task is created in Clientify',
|
|
110
|
-
},
|
|
111
|
-
{
|
|
112
|
-
name: 'Task Due Soon',
|
|
113
|
-
value: 'task.due_soon',
|
|
114
|
-
description: 'Triggers when a task is approaching its due date',
|
|
115
|
-
},
|
|
116
|
-
{
|
|
117
|
-
name: 'Task Overdue',
|
|
118
|
-
value: 'task.overdue',
|
|
119
|
-
description: 'Triggers when a task is overdue',
|
|
75
|
+
name: 'Task Saved',
|
|
76
|
+
value: 'task.saved',
|
|
77
|
+
description: 'Triggers when a task is created or updated in Clientify',
|
|
120
78
|
},
|
|
121
79
|
],
|
|
122
80
|
},
|
|
@@ -124,7 +82,7 @@ class ClientifyTrigger {
|
|
|
124
82
|
};
|
|
125
83
|
}
|
|
126
84
|
async webhook() {
|
|
127
|
-
var _a, _b, _c
|
|
85
|
+
var _a, _b, _c;
|
|
128
86
|
const req = this.getRequestObject();
|
|
129
87
|
const event = this.getNodeParameter('event');
|
|
130
88
|
// Get webhook payload from request body
|
|
@@ -135,16 +93,17 @@ class ClientifyTrigger {
|
|
|
135
93
|
workflowData: [],
|
|
136
94
|
};
|
|
137
95
|
}
|
|
96
|
+
const payloadEvent = getPayloadEvent(payload);
|
|
138
97
|
// Validate that the event matches what user configured
|
|
139
98
|
// If events don't match, don't trigger the workflow
|
|
140
|
-
if (
|
|
99
|
+
if (payloadEvent !== event) {
|
|
141
100
|
return {
|
|
142
101
|
workflowData: [],
|
|
143
102
|
};
|
|
144
103
|
}
|
|
145
104
|
// Extract and flatten data based on event type for easier access in workflows
|
|
146
105
|
let workflowData = {
|
|
147
|
-
event:
|
|
106
|
+
event: payloadEvent,
|
|
148
107
|
timestamp: payload.timestamp,
|
|
149
108
|
};
|
|
150
109
|
// Add account and user info if present
|
|
@@ -155,40 +114,44 @@ class ClientifyTrigger {
|
|
|
155
114
|
workflowData.user_id = payload.user_id;
|
|
156
115
|
}
|
|
157
116
|
// Flatten the nested data structure based on event type
|
|
158
|
-
if (
|
|
117
|
+
if (payloadEvent.startsWith('contact.')) {
|
|
159
118
|
// Contact events
|
|
160
|
-
|
|
161
|
-
|
|
119
|
+
const contact = getPayloadEntity(payload, 'contact');
|
|
120
|
+
if (contact) {
|
|
121
|
+
workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { contact_id: contact.id }), contact);
|
|
162
122
|
}
|
|
163
123
|
// Include changes for update events
|
|
164
|
-
if ((
|
|
124
|
+
if ((_a = payload.data) === null || _a === void 0 ? void 0 : _a.changes) {
|
|
165
125
|
workflowData.changes = payload.data.changes;
|
|
166
126
|
}
|
|
167
127
|
}
|
|
168
|
-
else if (
|
|
128
|
+
else if (payloadEvent.startsWith('company.')) {
|
|
169
129
|
// Company events
|
|
170
|
-
|
|
171
|
-
|
|
130
|
+
const company = getPayloadEntity(payload, 'company');
|
|
131
|
+
if (company) {
|
|
132
|
+
workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { company_id: company.id }), company);
|
|
172
133
|
}
|
|
173
134
|
// Include changes for update events
|
|
174
|
-
if ((
|
|
135
|
+
if ((_b = payload.data) === null || _b === void 0 ? void 0 : _b.changes) {
|
|
175
136
|
workflowData.changes = payload.data.changes;
|
|
176
137
|
}
|
|
177
138
|
}
|
|
178
|
-
else if (
|
|
139
|
+
else if (payloadEvent.startsWith('deal.')) {
|
|
179
140
|
// Deal events
|
|
180
|
-
|
|
181
|
-
|
|
141
|
+
const deal = getPayloadEntity(payload, 'deal');
|
|
142
|
+
if (deal) {
|
|
143
|
+
workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { deal_id: deal.id }), deal);
|
|
182
144
|
}
|
|
183
145
|
// Include changes for update events
|
|
184
|
-
if ((
|
|
146
|
+
if ((_c = payload.data) === null || _c === void 0 ? void 0 : _c.changes) {
|
|
185
147
|
workflowData.changes = payload.data.changes;
|
|
186
148
|
}
|
|
187
149
|
}
|
|
188
|
-
else if (
|
|
150
|
+
else if (payloadEvent.startsWith('task.')) {
|
|
189
151
|
// Task events
|
|
190
|
-
|
|
191
|
-
|
|
152
|
+
const task = getPayloadEntity(payload, 'task');
|
|
153
|
+
if (task) {
|
|
154
|
+
workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { task_id: task.id }), task);
|
|
192
155
|
}
|
|
193
156
|
}
|
|
194
157
|
// Keep the original raw payload for advanced users who need it
|