STEP 1
Connect Clari and Responsive
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 Responsive Integration
Keep Clari and Responsive in sync by integrating their events and actions. When sales events happen in Clari, update the Responsive automatically - without any line of code in visual workflow builder.
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Learn about Clari and Responsive
Detailed info you need to know about Clari and Responsive integrations in WEXTL. Explore which modules apps support and how you connect them.
Responsive
RFP and proposal response platform for content libraries, projects, and guided answers. [6]
How to connect Clari to Responsive
Set up your Clari and Responsive integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clari and Responsive 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 Responsive. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clari and Responsive work in WEXTL?
WEXTL exposes actions and triggers for Clari and Responsive 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 triggersResponsive 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.
Responsive modules
- Add a Project CommentAdds a comment to a project.
- Add a Q&A Pair to LibraryAdds a question and answer pair to the library.
- Add Files to the Content LibraryAdds files or documents to the content library.
- Attach a File to a ProjectAttaches a file to a specified project.
- Attach a File to a QuestionAttaches a file to a specific question.
- Attach a File to a SectionAttaches a file to a specified section.
- Attach a File to an IntakeUploads a support or source document to an intake.
- Bulk Add Q&A Pairs to LibraryAdds bulk questions and answers pairs to a library.
- Create a ClarificationCreates a new clarification.
- Create a CollectionCreates a new collection.
- Create a ProjectCreates a new project.
- Create a SectionCreates a new section in a project.
- Create a TaskCreates a new task in a project.
- Create a UserCreates or onboards a new user in a company.
- Create an IntakeCreates a new intake in a company.
- Create Bulk QuestionsCreates bulk questions in a section.
- Create Bulk UsersCreates bulk users in a company.
- Create TagsAdds tags to the organization settings.
- Delete a ClarificationDeletes an existing clarification in a project.
- Delete a Q&A PairDeletes a Q&A pair from the Answer library.
- Delete a QuestionDeletes an existing question in a section.
- Delete a SectionDeletes a specified section from the service.
- Delete a UserDeletes a user in a company.
- Delete ProjectsDeletes multiple projects in the service.
- Delete TagsDeletes tags in the organization settings.
- Download a Project AttachmentDownloads the file attachment associated with a company.
- Download an Image File of Library ContentDownloads the file attachment associated with a company.
- Download an Intake AttachmentDownloads the file attachment associated with a company.
- Generate an AI ResponseGenerates an AI response using the Responsive ASK API.
- Get a Content Library AttachmentRetrieves an image that is part of an answer.
- Get a ProjectRetrieves the details of a project.
- Get a SectionRetrieves the details of a section.
- Get a UserRetrieves information about a single user.
- Get an IntakeRetrieves a specific intake from the CRM.
- Get an IntakeRetrieves a specific intake.
- Get Current UserGets details of the current user.
- Get Library ContentRetrieves the content of a library.
- Get Project DetailsRetrieves details of a specific project.
- Get User RolesGets a list of user roles in a company.
- Increment the Used CountIncrements the used count of the content.
- List ClarificationsLists clarifications by applying various filters.
- List CollectionsRetrieves all collections or searches collections by applying various filters.
- List Content Usage ReportsGets content usage reports using various filters.
- List Cost EstimatesRetrieves cost estimates of a project.
- List Custom ReportsRetrieves a list of custom reports.
- List Guided ProjectsRetrieves a list of guided projects.
- List IntakesRetrieves intakes by status.
- List MetadataGets the list of metadata information group-wise in a sorted manner based on the entity type.
- List Organizational ActivitiesGets the list of organizational activities by applying various filters.
- List Project ActivitiesGets the list of project activities.
Frequently asked questions
Common questions about connecting Clari and Responsive.
Connect your Clari and Responsive 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 "Add a Project Comment" in Responsive. Clari has 1 trigger (including Watch Calls); Responsive has 76 actions (including Add a Project Comment, Add a Q&A Pair to Library, and Add Files to the Content Library). 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-Responsive 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 Responsive) 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 + Responsive 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 Responsive integration.
- Clari and Responsive integration source code, module specs and credentials implementation.
- Our Clari and Responsive integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clari and Responsive — 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
- Responsive integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library