Can an AI agent update Clarify?

Yes, when you add Clarify 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 Clarify action I need isn't listed?

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

Integration

Clarify integration

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

0 triggers
21 actions
MCP server

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Clarify triggers and actions

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

21 actions

Action: List Users
Returns the workspace's users as a paginated list, including their roles.
Action: Get User
Returns a single workspace user as a JSON:API resource, including their roles and activity status.
Action: List Campaign Recipients
Returns the people enrolled in a campaign as an offset-paginated JSON:API collection, including per-recipient engagement metrics.
Action: Create a Record
Creates a record of the selected Clarify object type. Optionally upsert by matching on a unique field.
Action: Update a Record
Updates only the fields you provide on a record; all other fields keep their current values.
Action: Get a Record
Returns a single record of the selected object type. Use Include to embed related records.
Action: Delete a Record
Permanently deletes a record. This cannot be undone.
Action: Merge Records
Merges the source records into the target record, combining their fields and relationships. Source records are deleted. This cannot be undone.
Action: Unlink Related Records
Removes specific record links from a relationship without deleting the records themselves.
Action: List Related Records
Returns the records linked to a record through the given relationship (e.g., deals related to a person).
Action: Replace Related Records
Replaces the linked records for relationships with the provided records. Unlisted links are removed.
Action: Get List
Returns a single list by its unique ID for a specific object type.
Action: Create List
Creates a list on the given object type. Dynamic lists derive membership from a SQL query; static lists start empty.
Action: Delete List
Permanently deletes a list. The object's default list and the last remaining list on an object cannot be deleted. This cannot be undone.
Action: Publish List
Publishes a draft list, making it visible to its audience. Returns the updated list.
Action: Unpublish List
Reverts a published list to draft state. Returns the updated list.
Action: List Record Attachments
Returns the attachments on a record, including both user uploads and files extracted from emails.
Action: Request Upload URL
Returns a pre-signed URL for uploading a file. Upload the file contents to this URL via HTTP PUT, then attach it to the record using the 'Add Record Attachment' action.
Action: Get Attachment Download URL
Returns a short-lived signed URL for downloading the attachment contents.
Action: Delete Record Attachment
Removes an attachment from the record and returns the updated record. This cannot be undone.
Action: Add Record Attachment
Links a previously uploaded file (using the Request Upload URL action) to the record and returns the updated record.

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Use Clarify in an AI agent

Add any Clarify 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 Clarify with other apps

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

Which app do you want to connect with Clarify?

Clarify

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

Clarify and AI

Add AI steps to Clarify workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Clarify + ChatGPT Clarify + Claude Clarify + Gemini
Use Clarify actions from Claude or ChatGPT
Expose the Clarify 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 Clarify with 0 triggers and 21 actions, which you can use in workflows, AI workflows and AI agents.

Connect Clarify and run your first workflow

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