About this integration
Revenue intelligence platform for pipeline visibility, forecasting, and deal insights. This integration exposes its full API as workflow modules.
The integration includes 1 trigger, 9 search modules and 11 actions. Connections use basic authentication.
How to connect
The credential form asks for API Key and API Secret.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
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 it in workflow automation
Start with Watch Calls, then add Create a Call.
The canvas below runs Watch Calls into Create a Call — watch the video, then drop a node onto the canvas.
Select the Watch Calls trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Make an API Call as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 12 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
Clari workflow on the canvas: Watch Calls then Make an API Call
Triggers, searches and actions
Browse every Clari module field below: 1 trigger, 9 searchs, and 11 actions you can drop onto the canvas.
Triggers
This integration includes 1 trigger — start a workflow the moment something changes in the app.
- Watch Calls
Searches
Use any of 9 search modules to retrieve records without leaving the workflow canvas.
- Get a Call
- Get a Contact
- Get a Deal
- Get an Account
- Get Calls
Actions
This integration includes 11 action modules — create, update, or delete records as part of any workflow.
- Create a Call
- Create a Contact
- Create a Deal
- Create an Account
- Delete a Contact
Explore the fields available for each Clari trigger, search, and action.
Triggers
| 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 |
Searches
| Field | Type |
|---|---|
Call IDRequired | choice |
Include Audio | boolean |
Include Video | boolean |
| 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 |
| Field | Type |
|---|---|
Contact IDRequired | text |
| 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 |
| Field | Type |
|---|---|
Deal IDRequired | text |
| 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 |
| Field | Type |
|---|---|
Account IDRequired | text |
| 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 |
| 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 |
| 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 |
| Field | Type |
|---|---|
Filter Time Greater Than | date |
Filter Time Less Than | date |
Filter Representative ID | choice |
Filter Scorer ID | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Type | text |
Rep | text |
Scorer | text |
Template ID | text |
Call ID | text |
Total Score | number |
Questions Score | array |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | text |
Customer ID | text |
Name | text |
Type | text |
Questions | array |
| Field | Type |
|---|---|
Limit | number |
| 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 |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | text |
Email | text |
Name | text |
Role | text |
Is Recording | boolean |
Manager ID | text |
Actions
| 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 |
| Field | Type |
|---|---|
Call ID | text |
Error | text |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Field | Type |
|---|---|
Contact IDRequired | text |
| 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 |
| Field | Type |
|---|---|
Deal IDRequired | text |
| 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 |
| Field | Type |
|---|---|
Account IDRequired | text |
| 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 |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |