Newb question but is there not a way that I can send data to Clay using Clay's API and have it trigger the enrichment, then respond with the enriched data? I see lots of documentation around Clay invoking custom endpoints, but I want to invoke Clay from our integration platform instead
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Currently, we don't have external/traditional APIs to call Clay outside of the main UI. One of the reasons we don't have external APIs enabled is because we have several tools that already work under API systems and thus it would be a complex setup given the variety of actions you can implement within Clay, at least for the time being. It can still work similarly with tools we have like Webhooks to auto-import records into a workflow and then using HTTP API integrations to push it to your custom API. Another option the team recently worked out is a SFDC package that would allow you to click a button and enrich from Salesforce but of course, it depends if you're using this CRM and if it would fit into your workflow. Our GTM team can discuss more about this last option if needed.
We have a form with hubspot that we are sending data to a custom endpoint, that we are then using to lookup existing records in salesforce and possibly run some GBQ queries to see if we can already identify an existing account we want to associate the form submission content to. In the case that we can't find it, we want to be able to enrich using Clay to identify the company we likely will want to create as an account, and then write back to Hubspot what account we should associate contacts and activities to. My fear then without the use of external APIs is how to get data into the Clay tables effectively in a timely manner that still allows us to triage and check our systems outside of clay before expensing credits from Clay to start enriching
I see what you’re trying to achieve now—you’re essentially looking for a way to integrate data from your form submission into your systems like HubSpot and Salesforce, perform your own checks, and only after that, enrich the data using Clay without expending credits prematurely. Here’s a workflow that could help, given that Clay doesn’t have external APIs directly: Workflow to Enrich Data in a Controlled Manner: 1. Custom Endpoint & Internal Checks: • First, you send your form data to your custom endpoint (as you’re already doing). • Use this endpoint to lookup records in Salesforce and run your GBQ queries to check if the account already exists. 2. Conditional Webhook to Clay: • If you can’t find an existing account through your own internal checks, you can then conditionally trigger a webhook to Clay. • This webhook will send the data (e.g., company name or domain) to Clay only when necessary (i.e., when an account isn’t found in your system). • This approach ensures that you triage and check your own systems first, before Clay begins enrichment, so no unnecessary credits are used. 3. Clay Enrichment: • Once the data is in Clay, the enrichment can run automatically through a predefined workflow. • Clay can help identify the company and enrich the data with additional details like domain, email, etc. 4. Write Back to HubSpot: • After enrichment, you can use Hubspot integration to write back to HubSpot, associating the correct account or creating a new account based on the enriched data. If you’d like more details on how to set up the webhook and configure this workflow in Clay, let me know! 😊
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