STEP 1
Connect Clari and Wingmate
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 Wingmate Integration
Build sales workflows between Clari and Wingmate on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clari and Wingmate
Detailed info you need to know about Clari and Wingmate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clari to Wingmate
Set up your Clari and Wingmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clari and Wingmate 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 Wingmate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clari and Wingmate work in WEXTL?
WEXTL exposes actions and triggers for Clari and Wingmate 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 triggersWingmate 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.
Wingmate modules
- Attachments on a LeadRetrieve all attachments associated with a specific lead. This includes uploaded files such as documents, images, or other related resources.
- Create a Comment on a LeadCreate a comment for a lead.
- Create a Reminder on a LeadCreate a new reminder for a specific lead. This can be used to schedule follow-ups or tasks for a user related to that lead.
- Create a User NotificationCreate a notification for a user, optionally linking it to a lead and providing custom HTML content for display.
- Create an Attachment on a LeadCreate a new attachment for a specific lead. This can include files, text content, or other related resources linked to the lead.
- Create Campaign LeadCreate a new lead in a campaign with details such as description, location, assigned users, and custom field data.
- Create Campaign UserCreate a new user in a campaign with their contact details, role, and notification preferences.
- Create Lead ActionCreate an action request on a lead, assigning it to a user and optionally linking a fulfilling comment.
- Create Lead ContactCreate a contact for a specific lead, including name and custom field values, using a user authentication token.
- Create User LeadCreate a new lead associated with a specific user, including details such as description, location, and custom field data.
- Delete a CommentDelete an existing comment. This permanently removes the comment from the system.
- Delete a LeadDelete a lead from your campaign using a user authentication token.
- Delete a NotificationDelete an existing notification. This permanently removes the notification from the system.
- Delete a ReminderDelete an existing reminder. This permanently removes the reminder from the system.
- Delete an ActionDelete an existing action. This permanently removes the action from the system.
- Delete an AttachmentDelete an existing attachment from a lead. This permanently removes the attachment from the system.
- Delete Lead ContactDelete a contact associated with a lead using a user authentication token.
- Flag LeadFlag a lead in the pipeline to indicate it requires attention or meets a specific condition, using a user authentication token.
- Get a ContactRetrieve the full details of a specific contact, including their name, associated lead, and any custom fields.
- Get a LeadRetrieve detailed information about a specific lead using a user authentication token.
- Get a ReminderRetrieve the full details of a specific reminder, including its scheduled date, completion status, and associated lead and user.
- Get a UserRetrieve the details of a specific user, including their role, campaigns, and profile information.
- Get an AttachmentRetrieve the full details of a specific attachment using its ID.
- Get CampaignRetrieve detailed information about a specific campaign, including settings, custom fields, and sales stages.
- Get Campaign Analytics SectionRetrieve the HTML content for a campaign’s analytics section, showing performance data over a selected interval and filters.
- Get Campaign Good Lead PageRetrieve the HTML content of a campaign’s Good Lead page, which explains what qualifies as a good lead.
- Get Campaign LeaderboardRetrieve leaderboard information for a campaign, including the top user, their points, and progress level.
- Get Lead ContactRetrieve detailed information about a specific contact associated with a lead using a user authentication token.
- Get Upload URL for a FileRetrieve a temporary upload URL for a file. This URL can be used to upload a file before attaching it to a lead.
- Get Upload URL for a Lead AttachmentRetrieve a temporary upload URL for a file to be attached to a specific lead.
- List All LeadsRetrieve all leads accessible to a user using a user authentication token.
- List Campaign ContactsRetrieve a list of contacts associated with a campaign, including their details and any custom field data.
- List Campaign ContractsRetrieve a list of contracts associated with a campaign, including their status and assigned users.
- List Campaign LeadsRetrieve a list of leads from a campaign, including their status, location, custom fields, and activity history.
- List Campaign UsersRetrieve a list of users associated with a campaign, with options to filter by role and sort the results.
- List Lead ActionsRetrieve all action requests associated with a specific lead, including details about the requesting user and related comments.
- List Lead CommentsRetrieve all comments associated with a specific lead, including messages, attachments, and user details.
- List Lead ContactsRetrieve a list of contacts associated with a specific lead, including their details and custom field values.
- List Lead User TransactionsRetrieve all user transactions associated with a specific lead using a user authentication token.
- List Linked LeadsRetrieve all leads that are linked to a specific lead using a user authentication token.
- List Reminders on a LeadRetrieve all reminders associated with a specific lead.
- List Status Updates on a LeadRetrieve all status updates for a specific lead. This helps track how the lead’s status has changed over time, including who made each update.
- List User ActionsRetrieve a list of action requests assigned to a user, including related lead information and status details.
- List User CampaignsRetrieve a list of campaigns that a user is a part of, including their settings, custom fields, and sales stages.
- List User LeadsRetrieve a list of leads associated with a specific user, including their status, details, and activity history.
- List User NotificationsRetrieve a list of notifications for a user, including messages, related lead details, and whether they have been viewed.
- List User PaymentsRetrieve a list of payments made to a user, including amounts, payment methods, and transaction details.
- List User RemindersRetrieve a list of reminders for a user, including due dates, completion status, and related lead information.
- List User TransactionsRetrieve a list of transactions associated with a user payment, including amounts, methods, and related lead information.
- Make An API CallPerforms an arbitrarily authorized API request.
Frequently asked questions
Common questions about connecting Clari and Wingmate.
Connect your Clari and Wingmate 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 "Attachments on a Lead" in Wingmate. Clari has 1 trigger (including Watch Calls); Wingmate has 63 actions (including Attachments on a Lead, Create a Comment on a Lead, and Create a Reminder on a Lead). 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-Wingmate 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 Wingmate) 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 + Wingmate 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 Wingmate integration.
- Clari and Wingmate integration source code, module specs and credentials implementation.
- Our Clari and Wingmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clari and Wingmate — 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
- Wingmate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library