Overview and core capabilities

Overview

Clarify's workflow automation enables you to automate internal actions and integrate with external systems based on triggers and conditions. Create efficient workflows to reduce manual tasks and streamline your processes.

Core capabilities

Triggers

Workflows begin with trigger events that initiate the automation:

Deal triggers

On create or update Deal
On create Deal
On update Deal
On delete Deal

Company triggers

On create or update Company
On create Company
On update Company
On delete Company

Person triggers

On create or update Person
On create Person
On update Person
On delete Person

List triggers

On add to list
On remove from list

Other triggers

On relationship set
On relationship unset
On relationship changed
On analytics event

Conditional triggers

Refine when your workflows activate by adding conditions:

Trigger only when specific field values match criteria
- Example: When deal name is set to "Enterprise Deal"
- Example: When deal amount is greater than $10,000

Important notes about filters

How filters work: Filters are a component of triggers rather than separate entities. The trigger event always fires, but the filter determines whether the subsequent actions will execute.
Supported fields: Currently, not all record fields are available for filtering. We're actively expanding support with meetings data coming soon.
Limitations:
- Multi-select fields cannot be used in filter conditions
- Filtering on the record ID itself is not currently supported

These filters allow you to create more precise automation workflows that respond only to the specific conditions relevant to your business processes.

Actions

After a trigger fires, workflows can perform these actions:

Record operations
- Create new records
- Update existing records
- Delete records
- Create or update record: looks for a record. If one is found, it will update it. If one is not found, it will create it.
List operations
- Add records to lists
- Remove records from lists
Other actions:
- Create and delete relationships: The Create and Delete Relationship actions allow you to establish, modify, or remove connections between related records (such as assigning an owner to a deal, linking a person to a company, or removing an association) where standard update operations cannot manage these specialized relationship fields that reference separate objects in the system.
- Outbound webhook: Send data to any system that accepts REST operations as input, including Slack, Zapier, and other webhook-compatible destinations.

Note: we don’t support every field on the record. Contact us at support@getclarify.ai if you are having issues!

Multi-step workflows

You can also chain multiple actions together in sequence:

Create logical flows of operations
Pass data between steps
Execute complex business processes

If a step fails, it won’t continue. Even if you have steps that aren’t reliant on each other, if one fails, it will cause the rest of the run to fail.

Data references

When you create a multi-step workflow, you can access data from previous steps using the format {{step_name.data.object}}. For example, if you want to include a deal's owner in a webhook notification, you'd use something like {{trigger.data.owner}} to grab that specific piece of information.

On every trigger, there is a sample payload. It will give you an example of the data that would be passed to future steps by that trigger.

This feature lets you create dynamic workflows where later actions use specific data collected earlier in the process.