Clientify

A python wrapper for clientify

Requirements

• Requests

Installation

pip install git+https://github.com/ingmferrer/clientify-python.git

Usage

Authentication

There are two ways to authenticate to Clientify

1. Get the API Token from dashboard

from clientify.client import ClientifyClient
client = ClientifyClient(token='<API_TOKEN>')

2. Log-in with username and password

from clientify.client import ClientifyClient
client = ClientifyClient()
response = client.authenticate(username='<EMAIL>', password='<PASSWORD>')
assert response == True

Contacts

List contacts

response = client.contacts.list_contacts()

Create a contact

data = {
        'first_name': 'Jasper',
        'last_name': 'Barry',
        'email': '[email protected]',
        'phone': '+1 (618) 353-6458',
        'status': 'Voluptates facilis u',
        'title': 'Mrs.',
        'company': 'Henderson Gomez LLC',
        'contact_type': '',
        'contact_source': '',
        'addresses': [
            {
                'street': 'camino de la coquina, 23',
                'city': 'Lugo',
                'state': 'Galicia',
                'country': 'Spain',
                'postal_code': '34',
                'type': 1
            }
        ],
        'custom_fields': [],
        'description': 'Sunt vitae consequun',
        'remarks': 'Consequatur aliquid',
        'summary': 'Voluptas dolorem com',
        'message': 'Nobis aliquip quia c',
        're_property_name': 'Hakeem Hicks',
        'last_contact': None
    }
response = client.contacts.create_contact(data)

Contact Details

response = client.contacts.contact_details('<CONTACT_ID>')

Edit Contact Details

data = {
    'first_name': 'Paco',
    'last_name': 'Mario'
}
response = client.contacts.edit_contact_details('<CONTACT_ID>', data)

Delete Contact

response = client.contacts.delete_contact('<CONTACT_ID>')

Deals

List deal pipelines

response = client.deals.list_deal_pipelines()

Get deal pipeline details

response = client.deals.get_deal_pipeline_details('<PIPELINE_ID>')

List deal pipeline stages

response = client.deals.list_deal_pipeline_stages()

Get deal pipeline stage details

response = client.deals.get_deal_pipeline_stage_details('<STAGE_ID>')

List deals

response = client.deals.list_deals()

Create deal

data = {
    "name":"Nuevo deal con pipeline desc y pipeline stage, fecha y custom fields",
    "amount":"11.33",
    "contact":"https://api.clientify.net/v1/contacts/integer/",
    "company":"https://api.clientify.net/v1/companies/integer/",
    "pipeline_desc": "nuevo",
    "pipeline_stage_desc": "ultima",
    "expected_closed_date": "2019-11-30",
    "custom_fields": [{"field": "quaderno_id","value": "cdn_1133"}]
}
response = client.deals.create_deal(data)

Update deal details

data = {
	"pipeline_stage": "https://api.clientify.net/v1/deals/pipelines/stages/integer/"
}
response = client.deals.update_deal_details(data)

Delete deal

response = client.deals.delete_deal('<DEAL_ID>')