Clientify for Openclaw

A comprehensive business management skill for automating CRM, lead tracking, and marketing workflows via the Membrane CLI.

gora050
v1.0.4
May 1, 2026
0
426
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install clientify

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install clientify using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).

Prefer to download?

Get the raw skill files in a ZIP archive.

What is Clientify?

Clientify is an all-in-one business management platform designed specifically for small to medium-sized businesses, marketing agencies, and sales teams. It provides robust tools for managing leads, automating marketing campaigns, and tracking customer interactions throughout the sales funnel. This skill enables developers to integrate Clientify capabilities directly into their AI agents using Openclaw Skills, providing a structured way to interact with CRM data.

By leveraging the Membrane CLI, this skill abstracts the complexities of authentication and credential refreshing. Developers can focus on building sophisticated integration logic rather than managing auth plumbing. Whether you are building an automated sales assistant or a lead synchronization tool, this skill provides the secure, server-side management needed for enterprise-grade applications.

Clientify Use Cases

  • Automatically create and update contacts or companies from external lead sources.
  • Sync sales deals and pipeline stages across multiple business platforms.
  • Generate and assign tasks for marketing teams based on customer triggers.
  • Retrieve real-time CRM data to power AI-driven sales reporting and analytics.
  • Streamline bulk updates to deals and contacts using natural language commands.

How Clientify Works

  1. Install and authenticate the Membrane CLI to establish a secure link between your environment and the Openclaw Skills ecosystem.
  2. Create a connection to the Clientify platform, which handles OAuth or API key persistence server-side.
  3. Search for specific business actions using natural language intents to identify the best pre-built tools for your task.
  4. Execute CRM actions such as listing deals or creating tasks with simple CLI commands that return structured JSON data.
  5. Use the built-in proxy request feature to reach any Clientify API endpoint not covered by standard actions, with headers and auth injected automatically.

Clientify Setup

Install the Membrane CLI globally to begin:

npm install -g @membranehq/cli@latest

Authenticate your agent harness:

membrane login --tenant --clientName=openclaw

Create a connection to Clientify:

membrane connection ensure "https://clientify.com/" --json

If the connection is in a BUILDING state, poll until it is ready:

npx @membranehq/cli connection get <id> --wait --json

Clientify Data Schema & Taxonomy

The skill organizes data around the core Clientify entities. All responses are available in machine-readable JSON format for easy parsing within Openclaw Skills.

Entity Supported Actions Description
Company List, Get, Create, Update, Delete Manage organizational records and domains.
Contact List, Get, Create, Update, Delete Manage individual lead and customer details.
Deal List, Get, Create, Update, Delete Track sales opportunities and pipeline progress.
Task List, Get, Create, Update Manage follow-ups and internal team assignments.
Pipeline List Access deal stages and workflow structures.

Clientify Advanced Features

  • Intent-based action discovery allows agents to find the right tool for any CRM task using natural language.
  • Automatic credential management ensures that Openclaw Skills never expose sensitive API keys in the local environment.
  • Direct API proxying allows for custom GET, POST, PUT, and DELETE requests to any Clientify endpoint while maintaining managed authentication.
  • Headless environment support via manual authorization URL completion for remote server deployments.
  • Support for multi-agent workflows by providing consistent JSON outputs and structured input schemas for every action.

SKILL.md


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