Every action below is available as a verb in Cerebral OS — callable from a Cerebral, a Map, or the Runtime API. All executions are governed, audited, and dry-run safe.
Add Note
clientify:add_note
Add a note to a contact, company, or deal in Clientify.
Write
Medium risk
Complete Task
clientify:complete_task
Mark a task as completed in Clientify.
Write
Low risk
Create Company
clientify:create_company
Create a new company in Clientify.
Write
Medium risk
Create Contact
clientify:create_contact
Create a new contact in Clientify.
Write
Medium risk
Create Deal
clientify:create_deal
Create a new deal in Clientify.
Write
Medium risk
Create Task
clientify:create_task
Create a new task in Clientify.
Write
Medium risk
Delete Contact
clientify:delete_contact
Delete a contact from Clientify. This action cannot be undone.
Write
High risk
Get Company
clientify:get_company
Fetch a single company by ID with all details including custom fields.
Read
Low risk
Get Contact
clientify:get_contact
Fetch a single contact by ID with all details including custom fields.
Read
Low risk
Get Deal
clientify:get_deal
Fetch a single deal by ID with all details including stage and contact info.
Read
Low risk
Get Task
clientify:get_task
Fetch a single task by ID with all details including assignee and related records.
Read
Low risk
List Companies
clientify:list_companies
List companies with optional filtering and pagination.
Read
Low risk
List Contacts
clientify:list_contacts
List contacts with optional filtering and pagination.
Read
Low risk
List Deals
clientify:list_deals
List deals with optional filtering and pagination.
Read
Low risk
List Tasks
clientify:list_tasks
List tasks with optional filtering and pagination.
Read
Low risk
Send Email
clientify:send_email
Send an email through Clientify and log it to the associated contact/company/deal.
Write
Medium risk
Update Contact
clientify:update_contact
Update an existing contact in Clientify.
Write
Medium risk
Update Deal
clientify:update_deal
Update an existing deal in Clientify.
Write
Medium risk
Update Task
clientify:update_task
Update an existing task in Clientify.
Write
Medium risk