Clientify API

Name: Clientify API
Brand: Clientify API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentCRMContact ManagementapiKey15 EndpointsREST

For Agents

Manage contacts, companies, deals, and tasks in the Clientify sales CRM through a focused 15-endpoint REST surface.

Install Jentic One Beta

Connect the Clientify API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Clientify API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Clientify API.

List, create, fetch, update, and delete contacts via /contacts and /contacts/{contactId}

Create and list companies for B2B account management through /companies

Track sales opportunities by listing, creating, and reading deals on /deals and /deals/{dealId}

GET STARTED

Start building with Clientify API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Clientify API for, with concrete tasks.

★ Lead capture from web forms into Clientify

Marketing teams pipe inbound form submissions into Clientify by calling POST /contacts on the form back-end. The new contact gets attached to a company via POST /companies if it is a B2B lead, then a follow-up task is created with POST /tasks to alert the assigned sales rep. The flow takes a single afternoon to wire and replaces brittle Zapier connections.

POST a new contact to /contacts with email, first name, last name; POST a related company to /companies; then POST a follow-up task to /tasks tagged to the contact.

Pipeline reporting and deal sync

RevOps teams pull the Clientify deal list to a data warehouse for revenue forecasting and pipeline reporting. The job calls GET /deals on a schedule, then resolves per-deal detail with GET /deals/{dealId} and joins on the user list from /users for owner attribution. Output feeds Looker, Metabase, or Power BI dashboards.

Fetch GET /deals, then for each id call GET /deals/{dealId} and join with GET /users to produce a pipeline report with owner names.

Task automation for SLA enforcement

Customer success and account management teams use the task endpoints plus task type and stage lookups to enforce response SLAs. A scheduled job creates POST /tasks entries when an account hits a renewal window or a contact has been silent for N days. The fixed task type and stage taxonomy keeps automation aligned with how the sales team triages work in the UI.

Read GET /tasks/types and /tasks/types/stages once, then POST tasks to /tasks for every account that has not been touched in 30 days.

Agent-driven CRM updates through Jentic

AI agents handling sales support tasks (logging a call summary, advancing a deal stage, updating contact fields) can call Clientify through Jentic without holding the API token. Jentic stores the token in MAXsystem and exposes high-level intents like 'create a Clientify contact' so the agent stays in plain language and Jentic resolves the right endpoint and schema.

Search Jentic for 'update a Clientify contact', load the schema for PUT /contacts/{contactId}, then execute with the contact ID and new email.

Key Endpoints

15 endpoints — jentic publishes the only available openapi specification for clientify api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/contacts

List contacts

POST

/contacts

Create a contact

PUT

/contacts/{contactId}

Update a contact

GET

/companies

List companies

POST

/companies

Create a company

GET

/deals

List deals

POST

/deals

Create a deal

POST

/tasks

Create a task

GET

/contacts

List contacts

POST

/contacts

Create a contact

PUT

/contacts/{contactId}

Update a contact

GET

/companies

List companies

POST

/companies

Create a company

GET

/deals

List deals

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Clientify API keys are stored encrypted in the Jentic MAXsystem vault. Agents receive scoped credentials per call so the raw token in the Authorization header is never seen by the agent.

Intent-based discovery

Agents search by intent (e.g. 'create a Clientify contact' or 'list deals') and Jentic returns the matching operation with its input schema so the agent calls the right endpoint without parsing the Spanish-language docs.

Time to first call

Direct Clientify integration: half a day to wire auth, pagination, and the four-resource model. Through Jentic: minutes to search, load schema, and execute.

FAQs

Specific to using Clientify API through Jentic.

Why is there no official OpenAPI spec for Clientify API?

Clientify publishes a Spanish-language developer site but not a single OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Clientify API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Clientify API use?

Clientify uses an API key passed in the Authorization header (Token <key>). The key is generated from the Clientify account settings. Through Jentic the token is held in MAXsystem and injected per call so it never enters agent context.

Can I create deals programmatically with the Clientify API?

Yes. Call POST /deals with the contact reference, value, currency, and pipeline stage. Read GET /deals/{dealId} afterwards to confirm the stored fields and use GET /users to attach an owner.

What are the rate limits for the Clientify API?

Numeric rate limits are not declared in the OpenAPI spec. Clientify applies tenant-specific throttling that varies by plan. Build your integration with retry-with-backoff on 429 and confirm production limits in the Clientify dashboard.

How do I create a Clientify contact through Jentic?

Run pip install jentic, then with the async client search for 'create a Clientify contact', load the schema for POST /contacts, and execute with email, first name, and last name. Jentic returns the new contact ID.

Does the Clientify API expose task type and stage lookups?

Yes. GET /tasks/types lists all configured task types and GET /tasks/types/stages lists the stages under each type, so automations can stay aligned with the taxonomy seen by the sales team in the Clientify UI.

Clientify API

Connect the Clientify API to your agent

Capabilities

Start building with Clientify API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs