STEP 1
Select Clari in workflow
Pick Clari app in the workflow builder [4] - just one click to select the app.
Clari Integration
Revenue intelligence platform for pipeline visibility, forecasting, and deal insights. Connect Clari sales events to workflows that help reps respond quickly and keep records current. Start with Watch Calls, then trigger Get a Call or Get a Contact when prospects move forward.
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Supported triggers and actions for Clari integration
Triggers can detect changes in Clari and run actions that can create, search or modify data inside Clari automatically [3] — exactly how you set them.
- 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 Scorecard TemplatesRetrieves all scorecard templates.
- Get ScorecardsRetrieves all scorecards.
- 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.
How to integrate Clari in automation workflow?
3 simple steps to make your Clari connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Clari
When prompted, authorize access to Clari in WEXTL once. Clari credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Clari account. Approve?
STEP 3
Build a workflow
Build your workflow with Clari yourself or with WEXTL® AI Builder. Connect Clari to any available integrations [5], or use HTTP node to go beyond them.
Clari
How Clari connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Clari app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Clari supports.
The following table illustrates what fields Clari integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Clari is connected in WEXTL builder [4].
| 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. |
Connect Clari to popular apps on WEXTL
Enter a name of the other app you want to sync with Clari below. Click on selected app to explore integration options with Clari. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Clari integration
Select Watch Calls trigger from Clari - this will be a starting point in your automation. Whenever event happens in Clari, workflow will start [7] from Watch Calls node.
Search for Make an API Call, connect it as the next step of integration sequence. You can use filters between Watch Calls and Make an API Call, so only important data pass from Watch Calls to the next step. WEXTL gives you full control over the process of Clari automation. All parts of workflow are visible on the canvas [4].
Clari on WEXTL has 21 modules for combining sales automations. Explore Clari documentation for more.
Video slide demonstrates how Watch Calls and Make an API Call [6] nodes are used in Clari workflow.
Frequently asked questions
Common questions about automating Clari in your workflows.
Clari has 1 trigger, including "Watch Calls". Triggers are start points of the workflow, and automations may start from them.
Integration has 20 actions, including "Get a Call", "Get a Contact", and "Get a Deal", and more. Refer to our Clari Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Clari integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Clari official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Clari provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Clari or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Clari inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Clari modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Clari integration.
- Clari integration source code, module specs and credentials implementation.
- Internal Clari integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Clari vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Clari App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation