When Sale is created in plug&paid > Check any condition > (If condition matches) > Create order in Clientify > (Else) > Update lead status in Instantly
plug&paid + Clientify + Instantly(legacy) Integration
plug&paid + Clientify Integration
Integrate Clientify to plug&paid in one click, or tell Integrately AI how you want each order handled. Sync customer details, update your CRM records, alert your team, and track purchases automatically.
Free forever.Use premium features free for 14 days.1.
Sale is created in plug&paid Instant- Order is marked as shipped in plug&paid Instant
- Order tracking is set in plug&paid Instant
- Order is declined in plug&paid Instant
- Order is refunded in plug&paid Instant
- Customer is created in plug&paid Instant
- Recurring subscription sale is created in plug&paid Instant
- Subscription is cancelled in plug&paid Instant
- Cart is abandoned in plug&paid Instant
- Invoice is marked as paid in plug&paid Instant
- Recurring charges is failed in plug&paid Instant
- Product is created in plug&paid Instant
- Product is updated in plug&paid Instant
- Product is deleted in plug&paid Instant
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
2.
- Create contact in Clientify
- Search contact in Clientify
- Search user in Clientify
- Create deal in Clientify
- Update deal in Clientify
- Get deal in Clientify
- Close deal in Clientify
- Create task in Clientify
- Create order in Clientify
- Get company in Clientify
- Create abandoned cart in Clientify
- Search product in Clientify
- Delete product in Clientify
- Create product in Clientify
- Search deal in Clientify
Trusted by experts at...
Ready Workflows for Clientify + plug&paid Integration
Capture new sales, create corresponding contacts, update deal stages, log order details, and manage customer accounts, all in just one click.
Most popular automations
When Sale is created in plug&paid > Check any condition > (If condition matches) > Create abandoned cart in Clientify > (Else) > Update lead status in Instantly
plug&paid + Clientify + Instantly(legacy) Integration
When Recurring subscription sale is created in plug&paid > Check any condition > (If condition matches) > Create order in Clientify > (Else) > Update lead status in Instantly
plug&paid + Clientify + Instantly(legacy) Integration
When Recurring subscription sale is created in plug&paid > Check any condition > (If condition matches) > Create abandoned cart in Clientify > (Else) > Update lead status in Instantly
plug&paid + Clientify + Instantly(legacy) Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clientify + plug&paid flow
Send customer data to your CRM, notify your team on messaging apps, and keep your financial records updated instantly. Pick a combination and activate it in one click.
+
Stripe (5)
Stripe (5) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Gmail (3)
Gmail (3) +
Notion (3)
Notion (3) P
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When a sale is created in plug&paid, create a contact in Clientify and create a customer in Stripe.
plug&paid sales instantly create a new Clientify contact and set up a corresponding customer in Stripe without manual data entry.
P
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When an order is refunded in plug&paid, update the deal in Clientify and create a refund in Stripe.
Refunded plug&paid orders automatically update your deal status in Clientify and process the refund in Stripe.
P
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When a recurring subscription sale is created in plug&paid, create a deal in Clientify and set up a subscription in Stripe.
New plug&paid subscriptions create a tracked deal in Clientify and a recurring billing profile in Stripe.
P
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If a plug&paid sale exceeds 500 dollars, create a high-priority task in Clientify and charge the customer in Stripe.
High-value plug&paid sales automatically generate priority Clientify tasks and process payments in Stripe.
P
C
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When a subscription is cancelled in plug&paid, close the deal in Clientify and cancel the subscription in Stripe.
Cancelled plug&paid subscriptions update deal records in Clientify and terminate billing in Stripe.
Supported triggers and actions for plug&paid and Clientify
Mix and match to build the exact automation you need
plug&paid Triggers & Actions
Instant
Order is marked as shipped in plug&paid
Triggers the automation when any order has been shipped
Try it → Instant
Order tracking is set in plug&paid
Triggers the automation when order tracking information is set
Try it → Instant
Customer is created in plug&paid
Triggers the automation when a new customer is created
Try it → Instant
Recurring subscription sale is created in plug&paid
Triggers the automation when a recurring subscription sale is created
Try it → Instant
Subscription is cancelled in plug&paid
Triggers the automation when a subscription is cancelled
Try it → Instant
Cart is abandoned in plug&paid
Triggers the automation when a user abandons their cart
Try it → Instant
Invoice is marked as paid in plug&paid
Triggers the automation when an invoice is marked as paid
Try it → Instant
Recurring charges is failed in plug&paid
Triggers the automation when recurring charges fail
Try it → Instant
Product is created in plug&paid
Triggers the automation when a new product is created
Try it → Clientify Triggers & Actions
What can you automate with Clientify + plug&paid?
Connect your eCommerce checkout and CRM to handle customer data, deal stages, and notifications effortlessly.
🔄
Sync plug&paid sales to Clientify contacts
Turn every plug&paid sale into a new contact and deal in Clientify automatically the moment checkout completes.
📋
Capture every submitted customer field
Map all available plug&paid billing and shipping details into Clientify fields instead of just names and emails.
🔔
Alert your team on order events
Send instant notifications to your sales or fulfillment team whenever a new order is paid or shipped.
🔀
Route records based on order value
Create high-priority tasks in Clientify for large plug&paid purchases while routing standard orders normally.
📝
Keep deal stages up to date
Automatically update Clientify deals when plug&paid invoices are marked as paid or subscriptions are renewed.
🔍
Search and update existing contacts
Check for existing Clientify contacts before creating records to prevent duplicate entries in your database.
⚡
Handle refunds and cancellations
Close deals in Clientify and create follow-up tasks when plug&paid subscriptions are cancelled or refunded.
📊
Extend your workflow to Google Sheets
Automatically log plug&paid sales data and Clientify contact updates in a shared Google Sheets tracking document.
And much more...
Who is Clientify + plug&paid integration for?
Connecting Clientify and plug&paid eliminates manual data entry between your eCommerce platform and CRM, helping teams run efficient operations.
Sales managers
Customer support reps
Operations directors
eCommerce founders
Account executives
Data analysts
📈
Sales managers
You review pipeline reports every morning but your CRM deals only update when someone manually exports sales, so your revenue numbers are always hours behind — automating both apps means every new purchase creates a deal instantly and your pipeline stays current.
⚡
Customer support reps
You need to assist buyers immediately when orders fail, but you find out about declined payments too late — integrating these apps means payment issues create support tasks right away so you can resolve problems quickly.
📋
Operations directors
You answer to executive stakeholders who demand up-to-date fulfillment tracking, but orders sit unrecorded in your spreadsheets — with this integration, every shipment status change updates your records without manual transcription.
🚀
eCommerce founders
Your store transaction volume is too high for anyone to keep up with customer creation by hand, leading to missed CRM entries — connecting these apps means every buyer record populates your CRM automatically as orders arrive.
💼
Account executives
You own the client onboarding step and depend on someone upstream to hand over buyer details, but handoffs get delayed — this integration means customer creation in your store populates your CRM tasks immediately so you can begin outreach.
🗂️
Data analysts
You need a reliable transaction history for financial forecasting but keep finding gaps caused by missed manual logging — automating both apps means every sale and refund is recorded accurately across your systems.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate plug&paid + Clientify
Build and manage your plug&paid + Clientify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect plug&paid + Clientify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect plug&paid + Clientify Now 
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Frequently Asked Questions
How do I connect Clientify to plug&paid?
You can connect Clientify to plug&paid instantly using 1-click templates or by asking Integrately AI to build your workflow. With 42,000+ active users and 1,500+ integrations including Stripe, Slack, and Google Sheets, setting up automated data flows takes minutes.
Can I automatically create Clientify contacts from plug&paid sales?
Can I connect Clientify, plug&paid, and Slack?
What is a good Zapier alternative for Clientify and plug&paid?
How does Clientify handle contact creation during plug&paid checkouts?
Can plug&paid orders update deal stages in Clientify automatically?
Do I need coding skills to automate Clientify and plug&paid?
Is the Clientify and plug&paid integration free?
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