Clari by Maxmel Tech
  | Clari is an AI-powered enterprise revenue platform offering tools for pipeline management, forecasting, sales engagement, and analytics. Integrating with Make.com enables automated workflows, enhancing revenue operations, sales productivity, and real-time insights across business systems. |
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This is AI-generated content based on official Clari documentation. The content may still contain errors—please verify important information. If you have questions, contact Clari directly.
How to get support on Clari
Clari is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https://f.make.com/r/reachout?app_name=Clari&app_slug=clari-community&app_unique_id=clari-3kqxmf.
Requirements
To use the Clari app in Make, you must have an active Clari Copilot account and an API Key, create your account on Clari.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Clari and Make
To get started, you must first create a connection between Clari and Make, allowing the two services to communicate.
You can connect using the following method: API Key.
API Key Instructions
You need to retrieve your API Key from the Clari platform.
Login to your Clari platform using your credentials.
Navigate to the API or Integrations section within the Clari platform.
Locate the area to generate or view your API Key.
Generate a new API Key if required or copy the existing API Key.
Some community developers require an additional specific API Key. Retrieve the required API key from the community developer's dashboard, generally found under Settings/API. For more info, please https://f.make.com/r/reachout?app_name=Clari&app_slug=clari-community&app_unique_id=clari-3kqxmf.
Create the connection in Make
Log in in your Make account, add the Clari module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: in the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Clari or follow the on-screen instructions to create the connection. You must also enter any required third-party API keys obtained earlier.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Clari modules
After connecting to the Clari app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Clari resources
You can have access to more resources related to this app on the following links :