Clari

Revenue intelligence platform for pipeline visibility, forecasting, and deal insights.

1 trigger9 searches11 actionsPollingAuth: API key

AI-assisted documentation11 min read

This documentation is compiled from our integration source code, internal specs for Clari, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Clari on WEXTL →

Requirements

Before you set up the credential, make sure you have an active Clari account and an API access token from your account settings ready.[3]

Get your Clari credentials

API KeypasswordRequired
You'll find API key in Workspace settings > Integrations > Clari Copilot API.
[1]
API SecretpasswordRequired
You'll find API secret in Workspace settings > Integrations > Clari Copilot API.
[1]

Connect Clari in WEXTL

Log in to your WEXTL account, add the Clari node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your Clari account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Connecting Clari to WEXTL® — Video slide demonstrates how to integrate Clari in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate Clari in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Clari node modules

The list below is a reference of every Clari node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Each Clari node module below opens to reveal its input parameters, outputs, and connection requirements.

Watch CallsTrigger

Output fields[3]

Field	Type
ID	text
Source ID	text
Title	text
Users	array
External Participants	array
Joined Participants	array
Status	text
Bot Not Join Reason	array
Type	text
Time	date
Icaluid	text
Calendar ID	text
Recurring Event ID	text
Original Start Time	text
Last Modified Time	date
Audio Url	text
Video Url	text
Disposition	text
Deal Name	text
Deal Value	text

8other output fields

Get a CallAction

Input fields[3]

Field	Type
Call IDRequired	choice
Include Audio	boolean
Include Video	boolean

Output fields[3]

Field	Type
ID	text
Source ID	text
Title	text
Users	array
External Participants	array
Joined Participants	array
Status	text
Bot Not Join Reason	array
Type	text
Time	date
Icaluid	text
Calendar ID	text
Recurring Event ID	text
Original Start Time	text
Last Modified Time	date
Audio Url	text
Video Url	text
Disposition	text
Deal Name	text
Deal Value	text

8other output fields

Get a ContactAction

Input fields[3]

Field	Type
Contact IDRequired	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Account Crm ID	text
First Name	text
Last Name	text
Job Title	text
Phones	array
Stage	text
Reason	text
Emails	array
Is Lead	boolean
Custom Fields	array

Get a DealAction

Input fields[3]

Field	Type
Deal IDRequired	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Owner Crm ID	text
Deal Name	text
Amount	text
Close Date	text
Created Date	date
Last Contacted	text
Next Call Date	text
Stage	text
Probability	text
Forecast Category	text
Account Crm ID	text
Stage Change History	array
Close Date Change History	array
Custom Fields	array
Deal Reason	text

Get an AccountAction

Input fields[3]

Field	Type
Account IDRequired	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Name	text
Phones	array
Description	text
Website	text
Address	text
City	text
State	text
Country	text
Zip	text
Custom Fields	array

Get CallsSearch

Input fields[3]

Field	Type
Filter User	choice
Filter Attendees	array
Filter Topics	array
Filter Status	choice
Filter Type	choice
Filter Source ID	array
Filter Time Greater Than	date
Filter Time Less Than	date
Filter Modified Greater Than	date
Filter Modified Less Than	date
Filter Duration Greater Than	number
Filter Duration Less Than	number
Sort Time	choice
Sort Processed	choice
Include Private	boolean
Include Audio	boolean
Include Video	boolean
Limit	number

Output fields[3]

Field	Type
ID	text
Source ID	text
Title	text
Users	array
External Participants	array
Joined Participants	array
Status	text
Bot Not Join Reason	array
Type	text
Time	date
Icaluid	text
Calendar ID	text
Recurring Event ID	text
Original Start Time	text
Last Modified Time	date
Audio Url	text
Video Url	text
Disposition	text
Deal Name	text
Deal Value	text

8other output fields

Get Scorecard TemplatesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Customer ID	text
Name	text
Type	text
Questions	array

Get ScorecardsSearch

Input fields[3]

Field	Type
Filter Time Greater Than	date
Filter Time Less Than	date
Filter Representative ID	choice
Filter Scorer ID	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Type	text
Rep	text
Scorer	text
Template ID	text
Call ID	text
Total Score	number
Questions Score	array

Get TopicsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
Topic ID	text
Topic Name	text
Type	text
Team Ids	array
Custom Topic	object
Description	text
Status	text
Keyword Topic	object
Trackers	array

Get UsersSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Email	text
Name	text
Role	text
Is Recording	boolean
Manager ID	text

Create a CallAction

Input fields[3]

Field	Type
Source IDRequired	text
TypeRequired	choice
Call TimeRequired	date
Audio URLRequired	url
Force Overwrite Old Call	boolean
Stereo to Mono	boolean
Title	text
User Emails	array
Source User IDs	array
Other Phone	array
Other Email	array
Other Name	array
Audio Format	text
Header Key	array
Header Value	array
External Transcript	object
External Speakers	array
External Conversation Turns	array

Output fields[3]

Field	Type
Call ID	text
Error	text

Create a ContactAction

Input fields[3]

Field	Type
CRM ID	text
Account CRM ID	text
First Name	text
Last Name	text
Job Title	text
Phones	array
Stage	text
Reason	text
Emails	array
Is Lead	boolean
Custom Fields	array

Output fields[3]

Field	Type
ID	text
Crm ID	text
Account Crm ID	text
First Name	text
Last Name	text
Job Title	text
Phones	array
Stage	text
Reason	text
Emails	array
Is Lead	boolean
Custom Fields	array

Create a DealAction

Input fields[3]

Field	Type
CRM ID	text
Owner CRM ID	text
Deal Name	text
Amount	text
Close Date	date
Created Date	date
Last Contacted	date
Next Call Date	date
Stage	text
Probability	text
Forecast Category	text
Account CRM ID	text
Stage Change History	array
Close Date Change History	array
Custom Fields	array
Deal Reason	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Owner Crm ID	text
Deal Name	text
Amount	text
Close Date	text
Created Date	date
Last Contacted	text
Next Call Date	text
Stage	text
Probability	text
Forecast Category	text
Account Crm ID	text
Stage Change History	array
Close Date Change History	array
Custom Fields	array
Deal Reason	text

Create an AccountAction

Input fields[3]

Field	Type
CRM ID	text
Company Name	text
Phone Details	array
Description	text
Website	url
Address	text
City	text
State	text
Country	text
Zip Code	text
Custom Fields	array

Output fields[3]

Field	Type
ID	text
Crm ID	text
Name	text
Phones	array
Description	text
Website	text
Address	text
City	text
State	text
Country	text
Zip	text
Custom Fields	array

Delete a ContactAction

Input fields[3]

Field	Type
Contact IDRequired	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Account Crm ID	text
First Name	text
Last Name	text
Job Title	text
Phones	array
Stage	text
Reason	text
Emails	array
Is Lead	boolean
Custom Fields	array

Delete a DealAction

Input fields[3]

Field	Type
Deal IDRequired	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Owner Crm ID	text
Deal Name	text
Amount	text
Close Date	text
Created Date	date
Last Contacted	text
Next Call Date	text
Stage	text
Probability	text
Forecast Category	text
Account Crm ID	text
Stage Change History	array
Close Date Change History	array
Custom Fields	array
Deal Reason	text

Delete an AccountAction

Input fields[3]

Field	Type
Account IDRequired	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Name	text
Phones	array
Description	text
Website	text
Address	text
City	text
State	text
Country	text
Zip	text
Custom Fields	array

Make an API Calluniversal

Input fields[3]

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Update a ContactAction

Input fields[3]

Field	Type
Contact IDRequired	text
CRM ID	text
Account CRM ID	text
First Name	text
Last Name	text
Job Title	text
Phones	array
Stage	text
Reason	text
Emails	array
Is Lead	boolean
Custom Fields	array

Output fields[3]

Field	Type
ID	text
Crm ID	text
Account Crm ID	text
First Name	text
Last Name	text
Job Title	text
Phones	array
Stage	text
Reason	text
Emails	array
Is Lead	boolean
Custom Fields	array

Update a DealAction

Input fields[3]

Field	Type
Deal IDRequired	text
CRM ID	text
Owner CRM ID	text
Deal Name	text
Amount	text
Close Date	date
Created Date	date
Last Contacted	date
Next Call Date	date
Stage	text
Probability	text
Forecast Category	text
Account CRM ID	text
Stage Change History	array
Close Date Change History	array
Custom Fields	array
Deal Reason	text

Output fields[3]

Field	Type
ID	text
Crm ID	text
Owner Crm ID	text
Deal Name	text
Amount	text
Close Date	text
Created Date	date
Last Contacted	text
Next Call Date	text
Stage	text
Probability	text
Forecast Category	text
Account Crm ID	text
Stage Change History	array
Close Date Change History	array
Custom Fields	array
Deal Reason	text

Update an AccountAction

Input fields[3]

Field	Type
Account IDRequired	text
CRM ID	text
Company Name	text
Phone Details	array
Description	text
Website	url
Address	text
City	text
State	text
Country	text
Zip Code	text
Custom Fields	array

Output fields[3]

Field	Type
ID	text
Crm ID	text
Name	text
Phones	array
Description	text
Website	text
Address	text
City	text
State	text
Country	text
Zip	text
Custom Fields	array

Templates

Look for Clari templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Sales category →

References

WEXTL® Clari Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for Clari.
WEXTL® visual workflow builder data.

Last updated: Jul 23, 2026 22:39

How we write our apps documentation

How we compile these docs — sources, AI's role, and how we verify.