Clari by Maxmel Tech

clari is an ai powered enterprise revenue orchestration platform that helps go to market teams improve pipeline management, forecasting, and sales productivity integrating clari with make com enables automated workflows for revenue data, sales insights, and process optimization across business systems limited documentation we currently can't provide complete documentation for clari because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from clari and public sources to create detailed guides about 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 app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup clari modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a call creates a new call in the selected service, allowing you to initiate and manage calls directly from your chosen platform create a contact adds a brand new contact to your account, saving their details in the system for future use create a deal adds a brand new deal to your 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 available or visible in your records delete an account permanently removes a selected account from the service, ensuring that all associated data for that account is deleted get calls fetches a complete list of all call records from the service, allowing you to view details about every call made or received get scorecard templates fetches and lists all available scorecard templates, allowing you to view and select from the full range of templates for your needs get scorecards fetches and lists all available scorecards in your account, allowing you to view and manage them easily get topics fetches a complete list of all topics available in the service, allowing you to view and manage them easily 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, allowing you to view its data and status get a contact fetches detailed information about a specific contact from the service get a deal finds and returns a deal that matches the criteria you set, allowing you to quickly access detailed information about a specific deal get an account fetches detailed information about a specific account make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with features or endpoints not covered by standard modules update a contact updates an existing contact’s details with the new information you provide, such as name, email, phone number, or other fields update a deal updates an existing deal with the specific information you provide, allowing you to modify details such as the deal’s stage, value, or other relevant fields update an account updates an existing account by applying the specific details you provide, allowing you to keep account information up to date watch calls triggers whenever a new call is either made or received, allowing you to automatically take action whenever an incoming or outgoing call occurs templates you can look for more templates in make's template gallery , 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 join discussions about clari on make community visit clari website access clari help documentation view clari api documentation visit clari page on make help us improve this documentation have experience with clari? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=clari\&app slug=clari community\&app unique id=clari 3kqxmf sharing your knowledge in the make community your feedback helps us create better documentation for everyone