STEP 1
Connect Clari and DocuPotion
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 DocuPotion Integration
Keep Clari and DocuPotion in sync by integrating their events and actions. When sales events happen in Clari, update the DocuPotion automatically - without any line of code in visual workflow builder.
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Learn about Clari and DocuPotion
Detailed info you need to know about Clari and DocuPotion integrations in WEXTL. Explore which modules apps support and how you connect them.
DocuPotion
Generate PDFs and PNGs from reusable templates — merge data, return base64 or a presigned URL, optionally upload to your S3. [6]
How to connect Clari to DocuPotion
Set up your Clari and DocuPotion integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clari and DocuPotion 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 DocuPotion. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clari and DocuPotion work in WEXTL?
WEXTL exposes actions and triggers for Clari and DocuPotion 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 triggersDocuPotion 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.
DocuPotion modules
- Generate DocumentGenerates a PDF or PNG from a template and merge data. Returns base64 or a presigned URL.
- Get AccountRetrieves DocuPotion account details, including usage and document limits for the current billing period.
- List TemplatesLists all PDF templates on the connected DocuPotion account.
- Make an API CallPerforms an arbitrary authorized API request to the DocuPotion API.
Frequently asked questions
Common questions about connecting Clari and DocuPotion.
Connect your Clari and DocuPotion 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 "Generate Document" in DocuPotion. Clari has 1 trigger (including Watch Calls); DocuPotion has 4 actions (including Generate Document, Get Account, and List Templates). 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-DocuPotion 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 DocuPotion) 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 + DocuPotion 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 DocuPotion integration.
- Clari and DocuPotion integration source code, module specs and credentials implementation.
- Our Clari and DocuPotion integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clari and DocuPotion — 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
- DocuPotion integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library