Clari Copilot + Konnectify
Clari Copilot Integration with Konnectify
Connect Clari Copilot to Konnectify to automate CRM-aligned sales intelligence workflows—keep contacts, accounts, and deals in sync and pull call details for better coaching, forecasting, and revenue execution.
Contacts Accounts Deals Calls 0 Triggers 13 Actions
What is Clari Copilot?
Clari Copilot is a conversation intelligence platform that records, transcribes, and analyzes sales calls to surface coaching insights and revenue signals. Integrating Clari Copilot with Konnectify helps you keep key CRM entities (contacts, accounts, and deals) aligned while programmatically retrieving call details to automate follow-ups, reporting, and enablement workflows.
This integration is action-focused (no triggers in this version), making it ideal when another system (your CRM, data warehouse, forms, or internal tools) initiates automation and Konnectify pushes updates into Clari Copilot.
New to Clari Copilot?
Set up your workspace and API credentials so you can sync CRM data and analyze calls.
Visit Clari →What you can automate
• Create and maintain contacts in Clari Copilot from your CRM
• Create and sync accounts (companies) as your pipeline evolves
• Create and update deals for consistent forecasting data
• Remove stale contacts/accounts/deals when records are deleted upstream
• Enrich coaching and analytics by fetching call details on demand
• Standardize revenue operations workflows across multiple systems
API & Authentication
Authentication method
This connector uses API Key authentication (provided as API Key + API Password). Konnectify stores these credentials securely for the connection and uses them to sign API requests to Clari Copilot.
What the API connection enables- Contacts: create, retrieve, update, delete
- Accounts: create, retrieve, update, delete
- Deals: create, retrieve, update, delete
- Calls: fetch call details by call ID
Notes on rate limits & plan restrictions
API availability, endpoints, and rate limits can vary by Clari Copilot plan and account configuration (especially in beta). If you see intermittent 429/5xx errors, reduce concurrency, add retries with backoff, and confirm API access with your Clari admin.
How to connect Clari Copilot to Konnectify
Prerequisites
- A Clari Copilot account with API access enabled
- Your API Key and API Password
- A Konnectify workspace with permission to create connections and workflows
- Upstream system (CRM/data source) that will initiate the workflow (since there are no triggers in this connector)
Add Clari Copilot to a Workflow
- In Konnectify, open Workflows and create a new workflow (or open an existing one).
- Click Add step and search for Clari Copilot.
Authorize via API Key authentication
- Select (or create) a new Clari Copilot connection.
- Enter your API Key and API Password, then click Connect.
Configure the Action
- Choose the Clari Copilot action you need (for example, Create a Deal).
- Map fields from previous steps (CRM record, form submission, database row) into the action inputs.
- If the action expects a CRM ID or Call ID, ensure you provide the correct identifier from your source system.
Important
Be consistent with IDs. Actions like Get/Update/Delete typically use a source CRM ID. If your workflow uses multiple CRMs or custom ID formats, normalize them before sending to Clari Copilot to avoid mismatches or accidental duplicates.
Test the Workflow
- Run a test with a known contact/account/deal from your source system.
- Verify the record in Clari Copilot and confirm fields updated as expected.
Activate the Workflow
- Turn the workflow On.
- Monitor runs for the first day to confirm stable syncing and correct ID mapping.
Triggers 0
This version of the Clari Copilot connector does not include triggers. Use a trigger from another app (for example, your CRM) or a scheduled workflow, then call Clari Copilot actions to sync data and retrieve call details.
Actions 13
Use Clari Copilot actions to create, fetch, update, and delete CRM-aligned records and to retrieve call details for downstream analytics and enablement.
Contacts 4 actions
Create a ContactAdds a brand new contact to your Clari Copilot account, allowing you to store and manage their details within the system.
Get a ContactFetches detailed information about a specific contact from Clari Copilot using the CRM ID.
Update a ContactUpdates an existing contact in your Clari Copilot account with the latest details.
Delete a ContactDeletes a contact from Clari Copilot using the source CRM ID and returns the last snapshot of the contact.
Accounts 4 actions
Create an AccountCreates a new account (company) in Clari Copilot to manage organization-level data.
Get an AccountFetches detailed information about a specific account from Clari Copilot using the CRM ID.
Update an AccountUpdates an existing account (company) in Clari Copilot with the latest details.
Delete an AccountDeletes an account from Clari Copilot using the source CRM ID and returns the last snapshot of the account.
Deals 4 actions
Create a DealCreates a new deal in Clari Copilot with all associated deal details.
Get a DealFetches detailed information about a specific deal from Clari Copilot using the CRM ID.
Update a DealUpdates an existing deal in Clari Copilot with the latest details.
Delete a DealDeletes a deal from Clari Copilot using the source CRM ID and returns the last snapshot of the deal.
Calls 1 action
Get Call DetailsFetches detailed information about a specific call from Clari Copilot using the call ID.
Tip: Pair call details with CRM activities, Slack alerts, or QA scorecards for coaching workflows.
Popular automations
Sync new CRM contacts into Clari Copilot
When a contact is created in your CRM, automatically create the matching contact in Clari Copilot so call insights stay tied to the right people.
(CRM) Contact Created → Create a Contact
Keep account records aligned across systems
When an account is updated in your CRM (industry, segment, owner), push the changes to Clari Copilot for consistent reporting.
(CRM) Account Updated → Update an Account
Create deals in Clari Copilot when opportunities open
As soon as a new opportunity is created in your CRM, create a deal in Clari Copilot to power forecasting and call-based deal inspection.
(CRM) Opportunity Created → Create a Deal
Generate call summaries and route insights to your tools
When you receive a call ID (from your dialer, calendar sync, or internal system), fetch call details from Clari Copilot and use them to update CRM notes or send coaching alerts.
(Scheduler/Dialer) Call Completed → Get Call Details → Update a Deal
FAQ
How does authentication work for Clari Copilot in Konnectify?
The connector uses API Key authentication with two fields: API Key and API Password. Add them once in a Konnectify connection, then reuse that connection across workflows.
Which Clari Copilot plans are supported?
Any plan that provides access to the Clari Copilot API and supports the required endpoints should work. Since this connector is labeled, confirm API access and limits with your Clari admin if you encounter authorization errors.
How do triggers work for this integration—webhook or polling?
This connector currently has no triggers. To automate end-to-end flows, use a trigger from another app (e.g., CRM record created/updated) or a scheduled Konnectify workflow, then call Clari Copilot actions.
How do I prevent duplicates (is there an upsert action)?
There is no explicit Upsert action in this connector. Use a pattern like Get (by CRM ID) → if found, Update; otherwise Create. The most reliable approach is to consistently send the same source CRM ID for the record over time.
What happens if Clari Copilot rate limits my workflow?
If Clari Copilot returns 429 responses, reduce parallelism (fewer concurrent runs), add retries with exponential backoff, and batch upstream changes where possible. If you consistently hit limits, review your Clari API quotas with your admin/team.
Can I connect multiple Clari Copilot accounts?
Yes. Create a separate Konnectify connection for each Clari Copilot workspace (each with its own API Key/Password). Then select the desired connection per workflow step.
What ID do I use for “Get Call Details”?
Use the Clari Copilot call ID (not the calendar event ID unless your system explicitly stores/mirrors the Copilot call ID). If your dialer or data source only provides external IDs, store a mapping table (external call reference → Copilot call ID) as part of your workflow.
Ready to automate your Clari Copilot workflows?
Connect Clari Copilot to Konnectify and standardize how your team syncs revenue data and call intelligence.
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