Zapier

Connecting Clarify and Zapier

There are two ways to establish a connection between Clarify and Zapier:

1. From Clarify: Navigate to your Integrations page within Clarify and select the Zapier option.
2. From Zapier: Start building a Zap in Zapier, select Clarify as your app, and follow the prompts to set up the connection.

Both methods will achieve the same result, allowing you to automate workflows between Clarify and your other applications.

Intro to the Zapier App

You can do a lot with Clarify in Zapier. We’ll break down the different trigger options and step options you have. First, let’s start with the basics: triggers and actions. These are the two primary ways you can run a Zapier automation.

A trigger is the starting point of any Zapier workflow. At Clarify, we support a variety of triggers and are constantly adding more as our product expands.

An action is a step that occurs after the trigger in any Zapier workflow. You can daisy chain multiple triggers together, and mix both Clarify and non-Clarify steps. This is what makes Zapier so powerful.

Clarify triggers

Today we have a variety of triggers. More are being added as our product expands, so make sure to check out the trigger in Zapier to get the latest version, which may be improved over the screen shot provided.

Primarily, triggers launch when certain things happen inside Clarify, like when an object is created or added to a list. In the future we will also support more complex triggers, like when meetings are created or end, when deals are updated, when fields change, when workflows run, and when AI actions occur.

Clarify step actions

Create/Update steps

Actions in Clarify occur after some type of trigger. They allow you to automate different outcomes inside of Clarify. Today we support a variety of actions including creating objects, adding objects to lists, creating comments on records, creating notes and deals, updating objects and more.

In the future, we’ll allow you to perform more complex actions, like creating meetings, performing AI actions, triggering internal Clarify workflows, and more.

The list as of February 2025 of create/update actions that you can take in Clarify from Zapier are:

1. Add record to a list
2. Create comment
3. Create company
4. Create note
5. Create person
6. Update a person

Search actions

The list of search actions you can perform in Clarify from Zapier are:

1. Find Company: finds a company in the system or creates one if none are found.
2. Find Person: finds a person in the system or creates one if none are found.
3. Find user: Get a list of users from Clarify and return the one you’re looking for based on email address.