Automating Workbook Duplication and Record Import via Webhook | Clay

Automating Workbook Duplication and Record Import via Webhook

Hi there. I know you can import new records in via webhook. But is it possible to actually duplicate an existing workbook and then import into that new workbook automatically? My use case is that ideally I'd like to keep batches of records separated in different workbooks.

4 comments

Channeled
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When you duplicate a workbook, only the structure (headers) will be copied - the data itself isn't transferred automatically.For your use case, you can: 1. Duplicate your workbook to create the new structure 2. Set up a new webhook import by clicking the "+ Create New" button and selecting "Import data from Webhook" under the "Other" section 3. Choose your newly duplicated table to receive the imported data 4. Copy the generated endpoint and use it with your automation toolThis way, you can maintain separate batches of records in different workbooks while automating the data import process. Source: Import Data to Clay Using Webhooks
Andres R.
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It needs to be automated. The suggestion above is all manual.
Channeled
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Currently, there isn't a way to fully automate the workbook duplication process. Clay does not have exposed API endpoints that would allow you to programmatically duplicate workbooks.When duplicating a workbook, only the header structure is copied - the data isn't transferred automatically.For your use case, you would need to: 1. Manually duplicate the workbook to get the desired structure 2. Set up a new webhook for that specific workbook 3. Use that webhook endpoint for your automated importsIf you need a fully automated solution for managing separate batches of records, you may want to request this feature from our support team.
Channeled
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Hi Andres R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: