Clari

clari is an ai powered enterprise revenue orchestration platform that helps teams manage sales pipelines, forecast, and automate revenue workflows integrating with make com enables automated data syncing, workflow automation, and enhanced revenue process management for enterprise users 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 support 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 account with api access enabled and a generated api token, create your account on clari app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 and api secret from your clari copilot account log in to your clari copilot account navigate to workspace settings go to integrations select clari copilot api locate your api key and api secret in this section 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}} log in in your make account , 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 connect an application 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 selected service, allowing you to initiate and manage voice or video calls directly through your chosen platform create a contact adds a brand new contact to your account, allowing you to store and manage their information within the system 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 accessible 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 call records from the service, allowing you to view details about each call get scorecard templates fetches and lists all available scorecard templates, allowing you to view and choose from the complete set of templates in your account get scorecards fetches and displays all available scorecards from your account, allowing you to view a complete list of your scorecards get topics fetches a complete list of topics available from the service, allowing you to view and work with all existing topics 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 the criteria you specify 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 connected service, giving you flexibility to access features or endpoints not covered by the standard modules update a contact updates an existing contact by applying the details you provide, such as name, email, or other contact information update a deal updates an existing deal with the specific information you provide, allowing you to modify details such as the deal’s value, stage, or other relevant fields update an account updates an existing account by applying the specific details you provide, ensuring the account information stays current and accurate 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 clari topics on make community clari website clari documentation clari api documentation clari page on make