Orbis Web · Integrations
Version 2026.10

Orbis Web + Clientify integration: customers kept in sync without doing the work twice

A guide for the agency's sales and management teams: what is synchronised, how to create customers from Clientify and how to check an operation that has not been integrated.

Key concepts

What the Clientify integration is

The integration connects Orbis Web, your management system, with Clientify, your sales tool. The sales team can check each customer's information in Clientify without switching application, and contacts who become customers move into Orbis Web without retyping their details.

Two-way communicationOrbis Web sends Clientify the customer's details and sales information. Clientify sends Orbis Web the contacts you decide to create as customers, and only those.
DirectionWhat is sentWhen
Orbis Web → ClientifyPersonal and contact details of the records with Synchronize CRM ticked.When the record is saved, within a few seconds.
Orbis Web → ClientifySales information in the *ow fields: amounts sold, best-selling products and destinations, date of the next trip…Once a day, in an overnight process.
Clientify → Orbis WebCreation of the contact as an Orbis Web customer.When the contact is saved with *ow 35.- Sincronizacion Orbis set to Cliente.
ImportantThe whole database has not been copied acrossThe integration has not uploaded all the customers that already existed in Orbis Web in one go. A customer moves to Clientify when their record is created or modified with synchronisation enabled, and a Clientify contact moves to Orbis Web only when you mark it as a customer.
Common procedure

The 5 steps to work with the integration

Check the settingsOnly once: technical account, Synchronize CRM and User Clientify for each Orbis Web user.
Keep the record up to date in Orbis WebWith Synchronize CRM ticked, every change you save is passed on to Clientify.
Check the data in ClientifyKeep visible the *ow fields that help you sell.
Create the customer from ClientifyFill in the required details and change Sincronizacion Orbis to Cliente.
Check the resultLook for the customer in Orbis Web and, if it is not there, check the Log Clientify.
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Module

Integration settings

What it is for

To know which settings make the integration work and where they are. Pipeline sets them up; you do not need to change them in day-to-day work.

When to use it

When you create a new user in Orbis Web, or if an operation fails because the user does not exist in the integration.

Task: check the connection between Orbis Web and Clientify. Recreation of the screen with sample data.

Step by step

  1. In Configuration › Company Data › CRM Link, the CRM User is the technical account Orbis Web uses to communicate with Clientify. It is not a personal user of the team.
  2. Leave Synchronize CRM ticked: new customer records then have synchronisation enabled by default, and you can disable it on each record when appropriate.
Do not change the technical accountDo not share or change the password of the technical account: if you do, the integration stops working.
Task: link an Orbis Web user to a Clientify user. Recreation of the screen with sample data.

Step by step

  1. In Configuration › Branches › Permissions › Users, open the user and check that the User Clientify field contains the email of a Clientify user.
  2. Click Accept to save the link.
SettingWhat it does
User ClientifyShows which Clientify user each Orbis Web user is identified with. Contacts created by that user appear in Clientify with that user as Owner.
Linked emailIt does not have to match the Orbis Web user name or be a real person in Clientify: any valid Clientify user will do, for example the technical account.
WebhooksIn Clientify, Integrations › Integrators shows the webhooks that notify Orbis Web of each change. Pipeline sets them up.
Common errorThe integration does not work for one particular userIf an Orbis Web user has no User Clientify, their operations are not integrated in either direction. Likewise, if someone disables the Clientify webhooks, new customers stop reaching Orbis Web. Do not change them, and tell support if you see they have changed.
Module

From Orbis Web to Clientify

What it is for

Every customer you create or modify in Orbis Web is also in Clientify, with up-to-date details, and you can jump from one record to the other with one click.

When to use it

Whenever you create or edit a customer in Orbis Web that the sales team should see in Clientify.

Task: send a customer from Orbis Web to Clientify. Recreation of the customer record with sample data; the yellow fields are required.

Step by step

  1. In Management › Customers, open or create the record and fill in the details. Always enter the Phone with the international country code, for example +34600000000.
  2. Check that Synchronize CRM is ticked. If you do not want this record to be sent to Clientify, untick it.
  3. Once the customer is in Clientify, click the button next to Synchronize CRM to open their contact directly, without having to search for it.
  4. Save the record with the confirm button (✓, Save). Within a few seconds the contact appears or is updated in Clientify.
Tax Treatment (Notes tab)How it reaches Clientify
Persona física (individual)As an individual contact.
Self-employed or companyAs a company: Empresario Autonomo, Sociedad Anónima, Sociedad Limitada, Sociedad Cooperativa or Comunidad de Bienes.
No duplicatesWhen a customer is sent to Clientify, their Orbis Web record stores the contact's identifier. On later sends the integration updates that contact instead of creating another one.
CautionChanges are sent tooWith Synchronize CRM ticked, any change you save on the record is also applied in Clientify: if you change the email or phone in Orbis Web, they change in Clientify. If you do not want to pass on a change, untick the box before saving.
Common errorThe contact loses WhatsApp in ClientifyIf the phone is saved in Orbis Web without a country code, synchronising replaces the one in Clientify and the contact is no longer available for WhatsApp. Always enter the phone with +34 (or the relevant country code).
Module

Orbis Web fields in Clientify

What it is for

To work and segment in Clientify with information that already exists in Orbis Web: how much the customer has bought, which products and destinations, when they travel…

When to use it

When setting up the sales team's view of the contact record, or when looking for Orbis Web data from Clientify.

Task: choose which Orbis Web fields are shown on the contact record. Recreation of the Clientify panel with the real field names and sample data.

Step by step

  1. On a Clientify contact record, open Customize contact fields and type ow in the Default fields search box: all Orbis Web fields start with *ow.
  2. Drag to Basic information or Additional information the fields the team will check often.
  3. Always include *ow 05.- Url Cliente Orbis: that link takes you straight back to the customer record in Orbis Web.
FieldWhat it shows
*ow 05.- Url Cliente OrbisLink to the customer record in Orbis Web.
*ow 35.- Sincronizacion OrbisWhether the contact should be created in Orbis Web: No Sincronizar (do not sync), Cliente (customer) or Proveedor (supplier).
*ow 37.- particularShows that the contact is an individual and not a company.
*ow 06.- Total Importe VendidoTotal amount sold to the customer; other fields show the trend over previous years.
Best-selling destinations and productsName and amount of the customer's main destinations and products (for example, *ow 31.- 5º Destino mas Vendido Nombre).
*ow 34.- Fecha_Proximo_ViajeDate of the customer's next planned trip.
Sales data is updated overnightAmounts, products, destinations and next trip date are not calculated in real time: an overnight process fills them in on every synchronised contact. If a trip is invoiced today, you will see it in Clientify the next day.
ImportantHiding a field does not delete itA field that is not visible on the record still exists: hiding it only organises what is shown. Agree with your team on a simple view with the fields that really add sales value; there is no need to show them all.
Module

From Clientify to Orbis Web

What it is for

To create in Orbis Web, without retyping their details, a Clientify contact who is already a customer.

When to use it

When you are going to invoice the contact or prepare documents for them. Contacts that are still only opportunities stay in Clientify.

Task: create a Clientify contact in Orbis Web. Recreation of the panel with sample data; the *ow fields and their options keep the names they have in Clientify.

Step by step

  1. Open the contact in Clientify (or create it with Add Contact) and fill in first name and last name or company name, email, phone with country code and the full address in Addresses.
  2. Enter the Taxpayer Identification Number and the document type and, if it is an individual, switch on *ow 37.- particular.
  3. In *ow 35.- Sincronizacion Orbis, change No Sincronizar to Cliente.
  4. Save the contact. Clientify sends the details to Orbis Web; wait a few seconds and look for the customer in Orbis Web by NIF, email or name.
DetailWhy you need to check it
First name and last name, or company nameThey identify the customer in Orbis Web.
Email and phoneRequired contact details; the phone with the international country code.
NIF/NIE and document typeIf your agency has NIF validation with the Spanish Tax Agency enabled, an incorrect NIF prevents the customer from being created.
Address, postcode, town and provinceWithout a complete address the customer is not created.
*ow 37.- particularDistinguishes individuals from companies.
*ow 35.- Sincronizacion OrbisThis is the field that triggers the send. While it is set to No Sincronizar, the contact stays only in Clientify.
Common errorTown or province too longOrbis Web accepts a maximum of 35 characters in the town and 25 in the province. Clientify may suggest double names such as Castellón de la Plana/Castelló de la Plana or Comunidad Valenciana / Comunitat Valenciana, which exceed that length. Leave a single form, for example Castellón de la Plana and Castellón, before saving.
Suppliers and opportunitiesThe Proveedor (supplier) option of Sincronizacion Orbis is still under development: use Cliente to create contacts. The integration also covers Clientify sales opportunities; if you want to enable them in your agency, ask Pipeline.
Module

Log Clientify

What it is for

To know what happened to each integration operation: whether it finished correctly (OK) or failed (KO) and, if so, why.

When to use it

When a contact marked as Cliente does not appear in Orbis Web, or a change does not reach Clientify. It is the first place to look.

Task: find the operations that failed on their way to Orbis Web. Recreation of the screen with sample data; Orbis Web shows several labels of this list in Spanish even with the interface in English.

Step by step

  1. In Listings › Log Clientify, open Filters and choose Destino (destination) Orbisweb (customers coming from Clientify) and Estado (status) KO. If you know it, narrow down the date as well.
  2. Click Filter.
  3. Find the operation by date and time and click the eye icon to see the details.
Task: read why a contact has not been created. Recreation of the window with sample data; Orbis Web shows this window and its messages in Spanish.

Step by step

  1. Read the Respuesta (response): it says what failed. In the example, the address, province, NIF and town are missing in Clientify (the message lists the Clientify field names: street, state, taxpayer_identification_number, city).
  2. Click Cerrar (close), correct the details on the Clientify contact and save it: any saved change triggers the send again, there is no need to change Sincronizacion Orbis.
ColumnWhat it shows
DestinoSystem the operation was going to: Clientify or OrbisWeb.
TipoType of operation or record processed.
EstadoOK if it finished correctly; KO if it failed.
Fecha / horaDate and time of the operation, to find a specific send.
Petición and RespuestaData sent (request) and result returned (response). The response gives the reason for the failure.
No existen o no se han informado los siguientes campos en Clientify: street (strDomicilio), state (strProvincia), taxpayer_identification_number (strNif), city (strPoblacion)
ImportantThe log is for diagnosis, not for configurationDo not try to change technical settings because of a KO. If you do not understand the response, send support the contact's name, NIF or email and the date and time of the operation.
Guidelines

Best practices

Complete details before synchronising

Check the identification details and the address before marking a contact as Cliente. It is the most common cause of a KO.

Phone always with country code

Enter the phone with +34 in both systems so you do not lose the WhatsApp channel.

Do not force synchronisation

Do not change Sincronizacion Orbis again and again on real contacts. If something does not arrive, check the Log Clientify first.

Test with test records

If you want to test the integration, use contacts clearly identified as tests and delete them afterwards; never real customer records.

Before marking a contact as Cliente
  • First name and last name, or company name, filled in.
  • Email and phone with the international country code.
  • Correct NIF or NIE and document type.
  • Complete address, postcode, town and province.
  • Town of 35 characters or fewer and province of 25 or fewer.
  • Individual (particular) indicator switched on if applicable.
Support

Common issues

I have marked the contact as Cliente and it does not appear in Orbis Web.Wait a few seconds and search by NIF, email or name. If it still does not appear, filter the Log Clientify by Destino Orbisweb and Estado KO and read the response.
The log says that fields are missing.Fill in on Clientify the details the response mentions (address, town, province, NIF…) and save the contact: the send is triggered again.
The log says that the user does not exist in Orbis Web.The contact was sent with a Clientify user that is not linked to any Orbis Web user. Check the User Clientify field in Permissions › Users or tell support.
The amounts or destinations in Clientify are not up to date.The sales fields are updated once a day, overnight. Today's changes will appear tomorrow.
I changed an email in Orbis Web and it also changed in Clientify.That is the expected behaviour with Synchronize CRM ticked. Untick the box on the record if you do not want its changes to be passed on.
The contact no longer supports WhatsApp in Clientify.The phone was synchronised without a country code. Correct it with +34 on the Orbis Web record and save.
The customer reached Clientify as a company but is an individual.Check the Tax Treatment in the Notes tab of the Orbis Web record: it must be Persona física (individual).
Still not working?Contact Pipeline support at tickets.pipeline.es, WhatsApp +34 614 39 80 77, email pipeline@pipeline.es or phone +34 964 72 33 90. Give the contact's name, NIF or email and the date and time of the operation shown in the Log Clientify.