What actions can I run in Clari?

20 actions are available, including "Get a Call", "Get a Contact", and "Get a Deal", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Clari Integrations

Revenue intelligence platform for pipeline visibility, forecasting, and deal insights. When Clari signals intent, alert reps or start an AI-assisted follow-up.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch CallsTriggers when a new call is made or received.
Get a CallRetrieves a call from the service.
Get a ContactRetrieves a contact from the service.
Get a DealRetrieves a deal based on specified criteria.
Get an AccountRetrieves an account.
Get CallsRetrieves all calls from the service.
Get ScorecardsRetrieves all scorecards.
Get Scorecard TemplatesRetrieves all scorecard templates.
Get TopicsRetrieves all topics from the service.
Get UsersRetrieves all users.
Create a CallCreates a call in the specified service.
Create a ContactCreates a new contact in the system.
Create a DealCreates a new deal in the system with specified parameters.
Create an AccountCreates a new account in the service.
Delete a ContactDeletes a contact from the specified address book or contact list.
Delete a DealDeletes a specific deal from the system.
Delete an AccountDeletes a specified account from the service.
Make an API CallPerforms an arbitrary authorized API call.
Update a ContactUpdates a contact with the provided information.
Update a DealUpdates a deal with the provided details.
Update an AccountUpdates an account with the provided details.

When to use Clari

Common scenarios where Clari automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Calls" fires in Clari — start multi-step automations without polling or manual checks.
Use "Get a Contact" as an automated action in Clari so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get a Contact" from Clari with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Clari to WEXTL®

Field	Type	Help
API KeyRequired	password	You'll find API key in Workspace settings > Integrations > Clari Copilot API.
API SecretRequired	password	You'll find API secret in Workspace settings > Integrations > Clari Copilot API.

Use in workflow automation

Start from Clari’s Watch Calls trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Make an API Call as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 21 ready-made steps for sales work, and every run records what went in and what came back.

Clari workflow on the canvas: Watch Calls then Make an API Call

Frequently asked questions

Common questions about automating Clari in your workflows.

Clari has 1 trigger, including "Watch Calls". Use them to start workflows the moment Clari events fire — no polling required.

Field

Type

Help

API KeyRequired

password

You'll find API key in Workspace settings > Integrations > Clari Copilot API.

API SecretRequired

password

You'll find API secret in Workspace settings > Integrations > Clari Copilot API.

Use in workflow automation

Start from Clari’s Watch Calls trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Make an API Call as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 21 ready-made steps for sales work, and every run records what went in and what came back.

Clari Integrations

When to use Clari

How to connect

Use in workflow automation

Frequently asked questions

Clari Integrations

When to use Clari

How to connect

Connect Clari to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Clari to any app in workflows

Connect Clari to any app in workflows

Connect Clari to any app in workflows

Clari Integrations

Clari triggers and actions

When to use Clari

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Clari support?

What actions can I run in Clari?

Do I need to write code to automate this?

Is the integration secure?

Clari Integrations

Clari triggers and actions

When to use Clari

How to connect

Connect Clari to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Clari support?

What actions can I run in Clari?

Do I need to write code to automate this?

Is the integration secure?

Connect Clari to any app in workflows

Connect Clari to any app in workflows

Connect Clari to any app in workflows