Automate data flow between Clarify and 7,000+ apps without writing code. Use Zapier to create records, sync data, send notifications, and trigger actions when things change in Clarify.
Connecting Zapier
Clarify's Zapier integration is on version 2.1.2, which uses WorkOS for authentication.
To create a new connection:
Go to Zapier and search for "Clarify"
Click Connect to start the authentication flow
Sign in with your Clarify credentials (via WorkOS)
Enter your workspace slug when prompted (e.g.,
acme- not "Acme Inc.")
Each Zapier connection works with one workspace only. If you use multiple workspaces, create separate connections for each.
Migrating from an older connection: Existing connections from before June 2025 will continue to work temporarily. You'll need to create a new connection using the updated authentication before the migration deadline (communicated separately). Your Zaps have already been migrated to the new app version - only the connection needs to be recreated.
Available triggers
Triggers start your Zap when something happens in Clarify.
Trigger | Description |
New Record Created | Fires when a Person, Company, Deal, or Custom Object record is created |
Record Added to List | Fires when a record is added to a Clarify list |
Record Updated | Fires when an existing record is updated |
Available actions
Create and update
Action | Description |
Add Label to Record | Add labels to a record |
Create Comment | Add a comment to any record |
Create Record | Create a Person, Company, or Deal |
Delete Record | Delete a record |
Get Meeting Recording Transcript | Retrieve a meeting transcript |
Remove Label from Record | Remove labels from a record |
Update Record | Update an existing record |
Search
Action | Description |
Find Company | Search by domain name (optionally create if not found) |
Find Person | Search by email, name, or LinkedIn (optionally create if not found) |
Find User | Search workspace users by email or phone |
Find Meeting | Search by meeting ID |
Find Record | Search by record ID |
Getting meeting transcripts
To send meeting transcripts to another tool:
Create a Zap with trigger Record Updated → object type Meeting Recording
Add a Filter step: Transcription S3 Key → exists
Add action Get Meeting Recording Transcript
Map the transcript to your destination (Slack, Google Docs, etc.)
Syncing contacts to other tools
Clarify creates and updates People from your email and calendar activity, but it doesn't push contacts back out to tools like Google Contacts. Use a Zap to send new or updated People wherever you need them.
To sync new Clarify contacts to Google Contacts:
Create a Zap with trigger New Record Created → object type Person
Add the Google Contacts action Find or Create Contact - matching on email prevents duplicates if the contact already exists in Google
Map the name, email, and any other fields you want to sync
To keep later edits in sync, create a second Zap with the Record Updated trigger, using Google Contacts' Find Contact to locate the matching record and Update Contact to apply the changes - create and update are separate triggers, so one Zap can't handle both.
The same pattern works for any destination app with contact actions, such as Microsoft Outlook or HubSpot.
Sending the people on a deal to another tool
Deal triggers don't include the People on the deal. To send them somewhere when your team acts on a deal, use a People list instead:
Create a People list with a rule on the linked deal's labels, for example Labels contains Drip
In Zapier, create a Zap with trigger Record Added to List → object type Person → that list
Add the label to a deal. Each person linked to that deal joins the list and runs the Zap
The trigger fires when a person joins the list, so people who already match when you turn the Zap on don't run it.
Fields in trigger data
Trigger data includes the record's fields, custom fields included. Links to other records come through as IDs: a deal's or person's company appears as Company Id, and a custom field that links to one record appears as that record's ID. Pass an ID to Find Record to get the full linked record, such as a company's domain.
Fields that link to several records, such as the People on a deal, aren't included in trigger data.
If a field is missing from Zapier's data picker, the test record Zapier pulled probably has no value in it. Pick a test record where the field is filled in and retest the trigger.
Known limitations
Deal triggers don't include the People on the deal - use a People list (see "Sending the people on a deal to another tool")
Date fields - must be in ISO 8601 format (
YYYY-MM-DD) or updates fail silentlyCompany field on People - expects the Company ID (a GUID), not the company name. Use Find Company first to get the ID.
No Find Deal action - cannot search for deals by name. Use the record ID if known.
Single workspace per connection - multiple workspaces require separate connections
Troubleshooting
Issue | Fix |
Zap fails with "Record not found" | Enable "Continue if no results" in the Find step, or add a Filter to check first |
Connection errors after auth change | Create a new 2.1.2 connection and update your Zaps to use it |
A field is missing from trigger data | Retest the trigger with a record where that field has a value. For a linked record, use its ID in Find Record |
Internal server error on Deal creation | Check for missing required fields (name, company), invalid company ID, or stage values that don't match your pipeline |
Date fields not updating | Use ISO 8601 format: |