Create Clarityflow action steps in Zapier

You can use Clarityflow's Zapier integration to trigger an action in Clarityflow. Meaning, when a Zap is triggered, something happens in your Clarityflow account (also called an "action step" or "action event").

As of this writing, the different actions available in the Zapier integration include:

• Create a contact: Creates a new contact in your Clarityflow account.

• Create a conversation: Creates a new, empty conversation that can receive new messages.

• Create a message: Creates a new, text-only message in any conversation that you specify. If you don't specify a Converation ID, Clarityflow will automatically create a new conversation and post this message as the first message in the new conversation.

• Enroll existing contacts in a course: Enrolls an existing contact in a Clarityflow course. To enroll non-contacts, use Zapier to send an invitation instead.

• Invite someone: Creates a new invitation and its attached onboarding steps.

• Update a contact: Updates a Clarityflow contact's attributes.

• Update a conversation: Updates a Clarityflow conversation. You can add this step after any other Clarityflow step that outputs a Conversation ID. Then you can specify this Conversation ID here and update any other attributes on this conversation, such as changing its title, its URL slug, assigning team members, applying tags, etc. 

• Find a contact: Finds a contact in your Clarityflow account. If no matching contacts are found, this will create a new Clarityflow contact.

• Find a conversation: Finds a conversation in Clarityflow. More on this in the next section.

Finding an existing Clarityflow conversation in a Zapier Zap

If a conversation already exists and you want a Zapier Zap to find that conversation and do things with it (such as update it or add new messages to it), you can use the Find Conversation action in your Zap.

The Find Conversation action lets you find an existing conversation using one of two methods:

• Find by Slug (exact): If you specify the exact slug of a conversation, that conversation and its data will be returned. The conversation slug is the last section of a conversation's URL. For example, if the conversation URL path is .../account-name/hello-world, then hello-world is the slug.

• Find by Title (contains): If you specify a word(s) that is contained within the title of a conversation, then that conversation and its data will be returned. If multiple conversations' titles contain this string of text, then it will return the one that was most recently created.

Similarly, you can also use Zapier to find a specific contact in your Clarityflow account.