Can an AI agent update Clari Copilot?

Yes, when you add Clari Copilot actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Clari Copilot action I need isn't listed?

Call the Clari Copilot API from any REST API step. On the Enterprise plan, talk to us about adding it.

Sales & CRM

Clari Copilot integration

Let workflows and AI agents act in Clari Copilot, within the limits you set.

0 triggers
13 actions
MCP server

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Clari Copilot triggers and actions

Every Clari Copilot trigger and action you can use in Konnectify workflows and AI agents.

13 actions

Action: Create a Contact
Adds a brand new contact to your Clari Copilot account, allowing you to store and manage their details within the system.
Action: Get a Contact
Fetches detailed information about a specific contact from Clari Copilot using the CRM ID.
Action: Update a Contact
Updates an existing contact in your Clari Copilot account with the latest details.
Action: Delete a Contact
Deletes a contact from Clari Copilot using the source CRM ID and returns the last snapshot of the contact.
Action: Create an Account
Creates a new account (company) in Clari Copilot to manage organization-level data.
Action: Get an Account
Fetches detailed information about a specific account from Clari Copilot using the CRM ID.
Action: Update an Account
Updates an existing account (company) in Clari Copilot with the latest details.
Action: Delete an Account
Deletes an account from Clari Copilot using the source CRM ID and returns the last snapshot of the account.
Action: Create a Deal
Creates a new deal in Clari Copilot with all associated deal details.
Action: Get a Deal
Fetches detailed information about a specific deal from Clari Copilot using the CRM ID.
Action: Update a Deal
Updates an existing deal in Clari Copilot with the latest details.
Action: Delete a Deal
Deletes a deal from Clari Copilot using the source CRM ID and returns the last snapshot of the deal.
Action: Get Call Details
Fetches detailed information about a specific call from Clari Copilot using the call ID.

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Use Clari Copilot in an AI agent

Add any Clari Copilot action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect Clari Copilot with other apps

See what you can automate between Clari Copilot and another app, with workflows and AI agents.

Which app do you want to connect with Clari Copilot?

Clari Copilot

Pick any of 201 apps to see what it can do with Clari Copilot.

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Clari Copilot and AI

Add AI steps to Clari Copilot workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Clari Copilot + ChatGPT Clari Copilot + Claude Clari Copilot + Gemini
Use Clari Copilot actions from Claude or ChatGPT
Expose the Clari Copilot actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Clari Copilot with 0 triggers and 13 actions, which you can use in workflows, AI workflows and AI agents.

Connect Clari Copilot and run your first workflow

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