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Connectors / Sales · HTTP Connector
Automate Clientify with Tray.ai
Create a contact, create a company and create a deal in Clientify. Connect Clientify to the rest of your sales stack with Tray.ai.
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What can you do with Clientify on Tray.ai?
Clientify is a CRM and marketing automation suite covering contacts, companies, sales pipelines, tasks, email campaigns and automations. Tray.ai connects to Clientify through the HTTP Connector, so your workflows can call the Clientify API alongside the rest of your stack.
- Create a contact in Clientify for every lead captured by your website chat.
- Create a deal in Clientify when a prospect books a demo through your scheduling page.
- Add a note to a contact in Clientify when the customer opens a support ticket.
- Assign a user to a contact based on territory rules your sales operations team maintains.
- Connects through
- HTTP Connector
- Authentication
- An API key in a request header
- Base URL
- https://api.clientify.net/v1
What the Clientify API covers
6 resources and 26 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Contacts
- List contacts
- Create a contact
- Update a contact
- Delete a contact
- Add a note to a contact
- Assign a user to a contact
Companies
- List companies
- Create a company
- Update a company
- Delete a company
- Add an employee to a company
Deals
- List deals
- Create a deal
- Update a deal
- Close a deal
- Delete a deal
- Add products to a deal
Tasks
- List tasks
- Add a task
- Edit a task
- Complete a task
Campaigns
- List campaigns
- Send a campaign
- Schedule a campaign
Automations
- List automations
- Add a contact to an automation
Checked against Clientify's own documentation on 2026-10-22
How Tray.ai makes this work
Clientify plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 6,000+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Clientify — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Clientify actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Clientify data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More sales apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every sales connector →
Frequently asked questions
What can a Tray.ai workflow do in Clientify?
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The Clientify API documents 26 actions across 6 resources (Contacts, Companies, Deals, Tasks, Campaigns, Automations). For example: List contacts; List companies; List deals. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Clientify?
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The Clientify API uses an API key in a request header. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See Clientify working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.