README
Clientify
Module to interact with Clientify.
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How to install this module
To install the module in Rocketbot Studio, it can be done in two ways:
- Manual: Download the .zip file and unzip it in the modules folder. The folder name must be the same as the module and inside it must have the following files and folders: _init_.py, package.json, docs, example and libs. If you have the application open, refresh your browser to be able to use the new module.
- Automatic: When entering Rocketbot Studio on the right margin you will find the Addons section, select Install Mods, search for the desired module and press install.
Overview
-
Connects to Clientify
Connects to Clientify -
Get deals with filters
Gets all your deals with filters -
Get deal by ID
Gets all propertys of a deal by ID -
Get products
This command allows you to get all products from Clientify -
Get companies by query
This command allows you to get companies by name, after date of creation or after date of modification -
Get contacts by query
This command allows you to get contacts by name, phone or email. -
Create deal
This command allows you to create a deal.
OS
- windows