Integrate Clarityflow with Zapier

As of this writing, the Clarityflow Zapier integration is currently invite-only.To get access to it, simply follow this link:

Access the Clarityflow Zapier integration here »

Instructions for accessing Clarityflow on Zapier:

1. Log into your Zapier account.

2. Follow our Zapier invite link

3. Create a new Zap

4. For the trigger app, search for “Clarityflow.” Our beta Zapier app should show up. Or if you want to use Clarityflow as an “action” step, you can search for it there too.

5. When configuring the Clarityflow step in your Zap, it will prompt you to connect using the Zapier API Key provided on the integrations page in Clarityflow.

You can use Zapier to connect Clarityflow to thousands of popular apps. It's the most flexible and powerful way to integrate anything! And Clarityflow has a first-class Zapier integration that has everything you need to make full use of Zapier.

Once you've gained access to the Clarityflow Zap, you can create a new Zap, search for "Clarityflow" when adding a trigger or an action, and then select it.

Zapier will launch a popup, which asks you to input your Clarityflow API key. To find your API key, log into your Clarityflow account > Settings > Integrations > Click "Connect to Zapier," then click "Copy" on the API Key field. This will copy your API key to your clipboard so you can paste it into the field in Zapier's popup.

Now your Clarityflow account is connected and ready to use in all of your Zaps!

When you select Clarityflow as the first step in a Zap, that means Clarityflow will be the "trigger" that makes this Zap run.

As of this writing, you can trigger a new Zap when any of these occur in Clarityflow:

• A new conversation has been created

• A new message has been created

• An appointment is booked

• A Commerce product is purchased

Note: New conversations can be created from within your Clarityflow account or via one of your intake pages.  Any of these creates a new conversation, which triggers the "New Conversation" trigger in Zapier.

All of the data from the conversation or message will be passed into Zapier for you to use in future steps in this Zap.

Learn more about triggering Zaps in this detailed guide.

Whenever you use Clarityflow in any other steps in a Zap (other than the very first step), Clarityflow is an "action" step. That means some action will be taken in your Clarityflow account. These can include:

• Create a contact

• Create a conversation

• Create a message

• Enroll existing contacts in a course

• Invite someone

• Update a contact

• Update a conversation

• Find a contact

• Find a conversation

Learn more about Zapier actions for Clarityflow in this detailed guide.

If you want to automatically apply a workflow on a conversation that is created via Zapier (using the "Create Conversation" Zapier action), then follow these steps:

1. Choose an intake page in your Clarityflow account to create the workflow. It can be your primary intake page or any secondary intake page.

2. Build the workflow in the intake page settings. This essentially means that any conversation created via this intake page will get this workflow automatically applied.

3. In Zapier, when setting up the "Create Conversation" action, use the "Intake Page" dropdown to select the intake page where you've set the workflow.

4. Now, when a conversation is created via the Zap, it will be as if the conversation was created via that intake page—effectively applying that intake page's workflow to this new conversation.