ClickFunnels
Sales funnel platform API for contacts, funnels, pages, orders, products, courses, forms, email broadcasts, sales pipelines, and webhooks.
Three ways to use ClickFunnels
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with ClickFunnels.
Archive a Product
This will archive a Product. A product can only be archived if it's not in the "live" state.
Archive Email Topic
Archive an email topic. System topics cannot be archived.
Cancel a Fulfillment
This will cancel a Fulfillment. A Fulfillment can only be cancelled when it's in a "fulfilled" state. The "cancelled" state is final.
Change Variant/Price
Commits a variant/price change for a subscription line item. The change must be an allowed upgrade or downgrade option on the source variant.
Create Answer
Add a new answer to a submission
Create Applied Tag (Contacts AppliedTag)
Assign a tag to a contact by creating an applied tag
Supported triggers
Start a workflow when something happens in ClickFunnels.
New Contact in ClickFunnels
Triggers when a new contact is created in a ClickFunnels workspace (opt-in, purchase, or manual add). Contacts back-dated outside the poll window are missed.
New Order in ClickFunnels
Triggers when a new order is created in a ClickFunnels workspace. Set the Billing status filter to "Paid" to react only to completed payments.
Get started automating ClickFunnels
Ready-to-use workflows
Prompts using ClickFunnels
ClickFunnels order desk that shows real Stripe payment status
Work every unfulfilled order from one screen: what the buyer purchased, whether the money actually cleared, and where the shipment stands.
See where students stall in your ClickFunnels courses
An app your course team opens to see the exact lesson where each group stops, then fix enrollments and access problems on the spot.
Spot funnel leaks and call split tests in ClickFunnels
Open one dashboard each Monday to see which funnel step loses the most visitors, what fixing it is worth in revenue, and which split tests are finally ready to call.
Nudge stalled ClickFunnels course students back on track
Every Monday we find students who stopped partway through your courses and send each one a warm, personal email naming the exact lesson waiting for them.
New ClickFunnels sales to Slack and a Google Sheets ledger
Every new ClickFunnels sale posts an instant alert to your Slack channel and adds a row to a Google Sheet, giving you a running record of every purchase.
Auto-enrich ClickFunnels leads and brief your sales team
Every 30 minutes we pull new ClickFunnels leads, research each company, add them to HubSpot, and post a ready-to-act briefing in Slack.
Auto-sync ClickFunnels sales into QuickBooks Online
Every day, this workflow records your new paid ClickFunnels orders as sales receipts in QuickBooks Online, matches buyers to customers, and emails you a summary.
Weekly ClickFunnels performance report emailed to you
Every Monday morning, get a plain-English email summing up last week's ClickFunnels revenue, orders, new leads, top products, and best-performing funnels.