STEP 1
Connect Clari and Dealhub
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clari and Dealhub Integration
Keep Clari and Dealhub in sync by integrating their events and actions. When sales events happen in Clari, update the Dealhub automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Clari and Dealhub
Detailed info you need to know about Clari and Dealhub integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clari to Dealhub
Set up your Clari and Dealhub integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clari and Dealhub nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clari and Dealhub. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clari and Dealhub work in WEXTL?
WEXTL exposes actions and triggers for Clari and Dealhub that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clari triggersDealhub actions
Clari modules
- 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.
- 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.
- 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.
- Watch CallsTriggers when a new call is made or received.
Dealhub modules
- Authenticate a UserAuthenticates a CRM user.
- Cancel a Recurring ItemCancels a recurring billing item.
- Create a One-Time ItemCreates a one-time billing item.
- Create a PaymentCreates a payment in the system for a specified transaction.
- Create a Payment MethodCreates a payment method for a user or account.
- Create a QuoteCreates a quote in the CRM.
- Create a Recurring ItemCreates a recurring billing item.
- Create an AccountCreates a new account in the system.
- Create an OpportunityCreates a new sales opportunity.
- Create or Update UsersCreates a new user or updates an existing user's information.
- Delete a One-Time ItemDeletes a one-time billing item from the system.
- Delete a Recurring ItemDeletes a recurring billing item.
- Delete an AccountDeletes an account in the specified service.
- Get a One-Time ItemRetrieves a one-time billing item.
- Get a QuoteRetrieves a specific quote.
- Get a Quote DocumentRetrieves the quote document.
- Get a Recurring ItemRetrieves a recurring billing item.
- Get a User by IDRetrieves a user by ID.
- Get a User by LoginRetrieves a user using login credentials.
- Get an AccountRetrieves an account.
- Get an Invoice PDFRetrieves an invoice PDF.
- Get DealRoom SignersRetrieves DealRoom signers for a quote.
- Get My OpportunitiesRetrieves opportunities for the current user.
- Get Product ParametersRetrieves product parameters.
- Get Product PricingRetrieves product pricing information.
- Get Quotes for an OpportunityRetrieves quotes for an opportunity.
- Get Real-Time PricingRetrieves real-time pricing data.
- List AccountsRetrieves all accounts.
- List Failed PaymentsRetrieves failed payments.
- List Invoice LinesRetrieves invoice line items.
- List Invoice Lines Awaiting TaxationRetrieves invoice lines awaiting taxation.
- List InvoicesRetrieves a list of invoices.
- List Invoices Awaiting TaxationRetrieves invoices that are awaiting taxation.
- List One-Time ItemsRetrieves all one-time billing items.
- List QuotesRetrieves a list of quotes from the service.
- List Recurring ItemsRetrieves all recurring billing items.
- List UsersRetrieves a list of users.
- Make an API CallPerforms a custom API request.
- Open a QuoteOpens an existing quote.
- Renew a Recurring ItemRenews a recurring billing item.
- Update a One-Time ItemUpdates a one-time billing item.
- Update a Recurring ItemUpdates a recurring billing item.
- Update AccountUpdates an existing account.
- Update Invoice Tax InformationUpdates tax information for an invoice.
- Watch AccountsTriggers when a new account is created or an existing account is updated.
- Watch Failed PaymentsTriggers when a payment fails.
- Watch InvoicesTriggers when a new invoice is created.
- Watch One-Time ItemsTriggers when a one-time item is created or updated.
- Watch Recurring ItemsTriggers when a recurring item is created or updated.
- Watch UsersTriggers when a new user is created.
Frequently asked questions
Common questions about connecting Clari and Dealhub.
Connect your Clari and Dealhub accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clari's "Watch Calls" fires, WEXTL can "Authenticate a User" in Dealhub. Clari has 1 trigger (including Watch Calls); Dealhub has 44 actions (including Authenticate a User, Cancel a Recurring Item, and Create a One-Time Item). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clari-to-Dealhub automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clari (or Dealhub) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clari + Dealhub automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clari and Dealhub integration.
- Clari and Dealhub integration source code, module specs and credentials implementation.
- Our Clari and Dealhub integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clari and Dealhub — 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.
- Clari integration information
- Dealhub integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library