Create deal

  1. Select Clientify as your target, as well as the Plug you want to use, and click “Continue.”

  1. Choose “Create deal” as your action and click "Continue." This will display the action’s data template. Make sure you copy and paste the Webhook link provided by your Gear.

  1. Fill in the data template, linking source and target fields. You must fill in the required fields, but you may skip the optional ones. Click “Map” when you’re done.

If you don’t want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.

  1. Verify that your target is active in the upper-right corner. Click “Add a target” or “Save” to add more apps or save your Gear.

Make sure you turn on your Gear on the “Gears” menu before leaving GearPlug!

Last updated