Automating Custom Account Searches and Workbook Creation from Form Submissions

Josh W. · 2024-11-19 21:54:52.317997+00

is it possible to automatically run a custom account or prospect search and create a workbook and/or table based on a trigger? For example, user submits a form with search criteria, then a new workbook is created with a table that contains the results from the search (search inputs in form submission)

Automating Custom Account Searches and Workbook Creation from Form Submissions | Clay

8 comments

· Sorted by Oldest

LuisArturo
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Hey there Josh thanks for reaching out, currently there is no way to have something like this setup in Clay. We do have Webhooks that you can use populate a table with the details from this form. Essentially, every time the form is filled out a row is added to your Clay table and the data inside of the webhook would be the search criteria, but not the results. The following document goes over our Webhooks: https://docs.clay.com/en/articles/9730014-import-data-to-clay-using-webhooks
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Josh W.
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no I mean run a clay search like for companies or people. Essentially, using the same example I gave the other day except rather than creating a workbook/table, the search would populate an existing table. So, a row would be created in table A with search criteria, then that would trigger the clay search. Is that possible?
LuisArturo
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Can you clarify what the start point would be here? Is this for a company or people table? We do have video that goes over a workaround for how we can Automate a Find People search from Company table. Currently we do not have way to automate People/company/Jobs searches with Clay, outside of the workaround I mentioned for people, although this is something the team is looking into adding for Clay. https://www.loom.com/share/83e6370bbfa345a799a5f84a2776014c?sid=c5d65ef6-bdc3-4787-b45f-828209428235
Josh W.
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sure — so, I’m trying to figure out if it’s possible to automate a clay company search in any way. For example, let’s say I use a webhook to populate table A with a row that contains search parameters in columns (ie. a form submission). Once that new row is created in table A, I’d like to automatically run a clay company search using those parameters and output the results to table B. Is that possible?
LuisArturo
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Hey there Josh in this case this would not be possible, the reason being is that as of right now our Search features such as "Find Company", "Find People" etc. cannot take in values from columns as the input for a search.
Josh W.
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ok thanks!
Channeled
APP
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Hi Josh W.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Josh W.!

LuisArturo
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Hey there Josh thanks for reaching out, currently there is no way to have something like this setup in Clay. We do have Webhooks that you can use populate a table with the details from this form. Essentially, every time the form is filled out a row is added to your Clay table and the data inside of the webhook would be the search criteria, but not the results. The following document goes over our Webhooks: https://docs.clay.com/en/articles/9730014-import-data-to-clay-using-webhooks
👍1
Josh W.
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no I mean run a clay search like for companies or people. Essentially, using the same example I gave the other day except rather than creating a workbook/table, the search would populate an existing table. So, a row would be created in table A with search criteria, then that would trigger the clay search. Is that possible?
LuisArturo
·
·
Can you clarify what the start point would be here? Is this for a company or people table? We do have video that goes over a workaround for how we can Automate a Find People search from Company table. Currently we do not have way to automate People/company/Jobs searches with Clay, outside of the workaround I mentioned for people, although this is something the team is looking into adding for Clay. https://www.loom.com/share/83e6370bbfa345a799a5f84a2776014c?sid=c5d65ef6-bdc3-4787-b45f-828209428235
Josh W.
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·
sure — so, I’m trying to figure out if it’s possible to automate a clay company search in any way. For example, let’s say I use a webhook to populate table A with a row that contains search parameters in columns (ie. a form submission). Once that new row is created in table A, I’d like to automatically run a clay company search using those parameters and output the results to table B. Is that possible?
LuisArturo
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·
Hey there Josh in this case this would not be possible, the reason being is that as of right now our Search features such as "Find Company", "Find People" etc. cannot take in values from columns as the input for a search.
Josh W.
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ok thanks!
Channeled
APP
·
·
Hi Josh W.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
Thank you so much for sharing your feedback Josh W.!