Hello Clay Support team, I wanted to know if there is a way to edit records on my clay table using zapier or make. I have a table with customer data that changes frequently and I want to be able to feed real time data to that table. For ex. if a customer stops using my service, I can mark their status as a churned user in a given column.
Yes, you can manage your customer data in real-time using both Zapier and Make.com through two approaches:1. Importing new data: • You can set up a webhook in Clay to receive data from external sources. • Using the Clay Zapier action, you can send data from your other tools directly to your Clay table. 2. Sending data out: • You can set up an HTTP API enrichment in your Clay table to send data to Zapier. • This allows you to trigger workflows when your Clay data changes.For your specific use case of marking customers as churned, you could set up a Zap that triggers whenever a customer's status changes in your primary tool, which then automatically updates the corresponding record in your Clay table. Sources: Import Data to Clay Using Webhooks Guide: How to send Zapier information to Clay Guide: How to send your Clay table data to Zapier with HTTP API
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Additional question, can webhooks update data?
Yes, webhooks can instantly update your table with new data in Clay. They work by receiving data through HTTP POST requests in JSON format whenever specific events occur in your connected applications.However, it's important to note that Clay's current setup primarily focuses on data input through webhooks rather than direct API manipulation. You can send input data to webhooks in Clay, process it within our system, and then use our HTTP API integration to pass output data to other services if needed. Source: Webhooks - Clay University
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I meant, can it update a record or edit an existing record?
Currently, webhooks in Clay are designed primarily for receiving and importing new data, rather than directly editing existing records. While webhooks can instantly update your table with new data, they function as a one-way data input method.For updating existing records, we recommend using our HTTP API integration to send data to other services, and then feeding that updated data back into Clay through webhooks or other supported import methods.Webhooks work by receiving data through HTTP POST requests in JSON format when specific events occur in your connected applications, making them ideal for adding new information to your tables. Source: Webhooks - Clay University
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