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 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 https //clari com/ 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, https //clari com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/clari community/ click the install button follow the on screen instructions to complete the setup connect clari and {{product name}} to get started, you must first create a connection between clari and {{product name}} , 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 {{product name}} https //www make com/en/register , add the clari module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page clari modules after connecting to the clari app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a call creates a new call in the service you choose, allowing you to initiate a phone or video call directly through the selected platform create a contact adds a brand new contact to your account, allowing you to store and manage their details within the system create a deal adds a new deal to the system using the details you provide, such as deal name, value, and other relevant information create an account creates a brand new user account within the service, allowing you to register and start using its features delete a contact permanently removes a selected contact from the address book or contact list you specify delete a deal permanently removes a selected deal from your system, ensuring it is no longer accessible or listed among your active deals delete an account permanently removes the selected account from the service, ensuring that all associated data for that account is deleted get calls fetches a complete list of all calls recorded in the service, allowing you to review every call made or received get scorecard templates fetches and lists all available scorecard templates from your account, allowing you to view and select templates for your needs get scorecards fetches and lists all available scorecards from your account, allowing you to view and manage them in one place get topics fetches a complete list of all topics available in the service, allowing you to view and manage them as needed get users fetches a complete list of all users in your account, allowing you to view details for each user get a call fetches detailed information about a specific call from the service get a contact fetches detailed information about a specific contact from the service get a deal fetches detailed information about a deal that matches your chosen criteria get an account fetches detailed information about a specific account make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access features or endpoints that may not be available in the standard modules update a contact updates an existing contact’s details with the information you provide, ensuring their profile stays current update a deal updates an existing deal with the specific information you provide, allowing you to modify details such as value, stage, or other deal attributes update an account updates an existing account by applying the specific information you provide, allowing you to keep account details accurate and up to date watch calls triggers whenever a new incoming or outgoing call takes place, allowing you to automatically respond to or process call activity as it happens templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} clari resources you can have access to more resources related to this app on the following links https //community make com/search?q=clari https //clari com/ https //community clari com/p/resourcehub https //api doc copilot clari com/ https //www make com/en/integrations/clari community