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Clarify Zapier integrationAutomate Clarify with Zapier.

The Clarify Zapier integration gives you 3 triggers, 7 actions and 5 searches. All three triggers are instant, so your Zaps start the moment a record moves, even on the free plan. Here is what each one does, what it costs and where it trips people up.

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Overview

What the Clarify Zapier integration actually does for your pipeline

Clarify is a CRM built for revenue teams. Hooking it to Zapier lets a change in Clarify start an automation, called a Zap, and lets a Zap write back into Clarify: create a record, update it, label it, comment on it or delete it. No code, and no export to babysit.

Three outcomes cover most of what people build. First, a labelled pipeline: a record lands in a list, and Add Label to Record or Remove Label From Record keeps the tags in step without anyone clicking. Second, a written trail on every account: Create Comment drops a note on a person or a company the moment something happens elsewhere in your process. Third, a clean database: Find Company and Find Person check whether a record already exists before anything gets created, and can create it when it does not.

One extra deserves a mention. Get Meeting Recording Transcript pulls the transcript of a recorded meeting into the Zap, so a later step can work with the text.

Now the limits. Every action needs to know which kind of record it is touching (the Object field, Person or Company for instance), and most need the record ID too. Clarify will not guess it for you: the ID has to come from the trigger or from a search step placed before. And the Zap only sees what happens after it is switched on.

Data read on 1 October 2026 from version App207796CLIAPI@2.1.2 of the app. If you are weighing platforms before you commit, our Make vs Zapier comparison sets them side by side.

Vocabulary

Zapier vocabulary, in plain English

Seven words come back on every line of this page. Here they are once, so the rest reads easily.

Zap
The automation you build: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier sits and waits for it.
Action
What the Zap does after it starts: the step that writes, sends or changes something for you in an app.
Task
What Zapier bills you for: one action that completes successfully. Your plan counts these and nothing else.
Polling vs instant
Polling: Zapier checks the app on a timer. Instant: the app calls Zapier itself the second the event happens.
Filter
A step that lets the Zap continue only when the data that arrived meets your condition, and stops it otherwise.
Search step
A step that looks up something already in the app, so the steps after it can use what it found.
Cost

What a Clarify Zap really costs

Clarify is not a premium app on Zapier, so it works on the free plan. The trigger never costs a task, and neither does Zapier checking for new data.

  • Free tasks per month100
  • Steps on the free plan2 (trigger + action)
  • Premium appNo
  • Clarify triggers that wait for a timerNone, all 3 are instant

You pay in tasks, one per action that goes through. An action that fails is not counted. A Zap with three actions uses three tasks per run. The free plan gives you 100 tasks a month and Zaps of two steps only, one trigger and one action. Add a filter, a search such as Find Company or a second action, and the Zap becomes multi-step, which needs a paid plan. A few apps and actions take more than one task when they complete.

Connect

Connect Clarify to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Clarify account linked once, then reused by every step that touches Clarify.

  2. 02

    Pick Clarify

    Type Clarify in the search box of the dialog, select it, then click Add connection. You need a Clarify account, plus access to any records you do not own and want the Zap to work on.

  3. 03

    Sign in and grant access

    A new tab opens on Clarify. Sign in with the account the Zap should act as, then allow Zapier to access it. Every Zap you build afterwards can pick this connection.

First Zap

Your first Clarify Zap: a comment on every company added to a list

GoalWhen a company joins a Clarify list, leave a comment on it so the team knows why it is there.

  1. 01

    Build: choose the trigger

    Start a new Zap, pick Clarify, then Record Added to List. Set Object to Company and choose the list you care about. The trigger only listens to that one list.

  2. 02

    Test the trigger

    Add a company to that list in Clarify, then run the test. Zapier brings back the three most recent items, so you map fields from a real record.

  3. 03

    Build: add Create Comment

    Add Clarify again as the action and choose Create Comment. Set Object to Company, map the record's ID from the trigger and write the message.

  4. 04

    Test the action

    Run the action test and open the company in Clarify. The comment should be there. If it landed on the wrong record, fix the ID mapping now.

  5. 05

    Publish

    Click Publish to switch the Zap on. From now on, each company added to the list gets its comment right away, on any plan.

Triggers

Clarify triggers: what starts a Zap

3 events start a Zap when something happens in Clarify, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Record Added to List

Instant trigger

In Zapier“Triggers when a record is added to a list.”

Starts the Zap whenever a record is placed in one of your Clarify lists. You choose the kind of record and the exact list, so the Zap only wakes up for that list and ignores everything else happening in the CRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your sales lead drops target accounts into a “Q4 outbound” list and wants each one tagged and noted without a second click.
Watch out
both Object and List are required, so the list has to exist in Clarify before you set up the trigger.
2

Record Created

Instant trigger

In Zapier“Triggers when a new record is created.”

Fires each time a brand new record appears in Clarify, of the type you set in the trigger. Think of it as the doorbell for fresh people or companies entering the CRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a founder-led sales team wants every new company to get a starter label the second it is added.
Watch out
if the same Zap creates records of that type in Clarify, it will trigger itself again and loop.
3

Record Updated

Instant trigger

In Zapier“Triggers when a record is updated.”

Runs the Zap whenever an existing record of the chosen type changes. It reacts to edits, not to creation, which makes it the right entry point for follow-ups that depend on what a rep just changed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an account executive edits a company, and every change should reach the tool your billing team works in.
Watch out
it fires on every edit, not once per record. And a Zap that runs Update Record on that same type sets it off again, in a loop.
Actions

Clarify actions: what a Zap can do in your CRM

Clarify gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Label to Record

Action

In Zapier“Adds one or more labels to a record.”

Puts one or more labels on a record, so you can sort and segment it later inside Clarify.

When to use it
tag every account that lands in an outbound list so reps can filter on it.
Watch out
Object, Record Id and Labels are all required, so the Zap needs all three before it can run.
2

Create Comment

Action

In Zapier“Creates a comment.”

Posts a written comment on a person or company, with the text you compose from earlier steps.

When to use it
leave a dated trace on an account each time a key event happens outside Clarify.
Watch out
Clarify itself says the Record ID here usually comes from Find Person or Find Company.
3

Create Record

Action

In Zapier“Creates a new record.”

Adds a new record to Clarify, of the type you set in Object. Object is the one required field.

When to use it
a demo request comes in from your site and should become a person in Clarify without retyping.
Watch out
run Find Person or Find Company first if duplicates are a concern.
4

Get Meeting Recording Transcript

Action

In Zapier“Retrieves the transcript of a meeting recording.”

Fetches the transcript of a recorded meeting, so a later step can store or use the text.

When to use it
pass a call transcript on to the tool where your team writes its meeting notes.
Watch out
it needs both a Meeting ID and a Recording ID, and nothing else will do.
5

Remove Label From Record

Action

In Zapier“Removes one or more labels from a record.”

Takes one or more labels off a record, the mirror of the step above.

When to use it
once a lead has been worked, drop the “to contact” label so it leaves the reps' queue.
Watch out
it needs the same three required fields as adding a label.
6

Delete Record

Action

In Zapier“Deletes a record.”

Removes a record from Clarify for good, picked by its type (Object) and its Record ID, both required.

When to use it
clean out test entries created by a form during setup.
Watch out
test it on a dummy record first, because a wrong ID mapping deletes the wrong record.
7

Update Record

Action

In Zapier“Updates a record.”

Changes the fields of a record that already exists. You give it the type (Object) and the Record ID, both required.

When to use it
a contract gets signed elsewhere and the company record should reflect it.
Watch out
without a valid Record ID the step fails, so map it from the trigger or a search.
Searches

Clarify searches: look before you create

5 search steps look for data that already exists in Clarify, so a later step can use it.

A search step finds something already in Clarify and hands it to the steps that follow. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Some action fields also offer + Add search step, which inserts the search right before and wires its result in. Whether a search wants an exact match or something close is up to Clarify, not Zapier. Every search exposes three settings worth understanding before you publish.

1

Find Company

SearchFind or create

In Zapier“Finds a Company by its domain name or creates one if it isn't found.”

Looks up a company by its domain name, which is required.

When to use it
before commenting on an account, get its record ID from the domain you already have.
Watch out
the editor also shows Find or Create Company. It is this same search with the create box ticked, not an extra operation.
2

Find Meeting

Search

In Zapier“Finds a meeting by its ID.”

Retrieves a meeting from Clarify by its ID, so later steps can use it.

When to use it
you already hold a meeting ID from an earlier step and need the meeting itself.
Watch out
it only searches by ID, so it cannot find a meeting from a title or a date.
3

Find Person

SearchFind or create

In Zapier“Finds a Person by their email address, name, or LinkedIn, or creates one if it isn't found.”

Finds a person by email address, name or LinkedIn profile.

When to use it
a webinar sign-up arrives and you want to know if that contact is already in Clarify.
Watch out
Find or Create Person in the list is this search with the create box ticked, one thing shown on two lines.
4

Find Record

Search

In Zapier“Finds a record by its ID.”

Pulls a record of any type when you already know its ID, with Object and Record ID both required.

When to use it
a later step needs the full record, and an earlier step only gave you the ID.
Watch out
no ID, no result. It does not search by name.
5

Find User

Search

In Zapier“Finds a workspace user by their email address or phone number.”

Finds a member of your Clarify workspace by email address or phone number.

When to use it
identify which teammate in Clarify matches the owner named in another tool.
Watch out
it looks for workspace users, not for contacts in your CRM.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and skips the steps that depended on it. Switch it on and the Zap keeps going, empty-handed.
  2. Create X if it doesn't exist yet?
    Tick it and the search becomes a find-or-create: it drops the setting above and asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When it breaks

When a Clarify Zap breaks

Zapier attaches no help article to Clarify and lists no specific limit for it. What breaks is the general behaviour of Zaps, which hits a CRM harder than most tools.

Four cases come back over and over. If you are stuck on one of them, our Zapier troubleshooting service exists for exactly that.

  • Old records never come through

    A Zap reacts only to what happens after you publish it. Records already in your lists or already created stay untouched. Moving the backlog is a separate job.

  • The Zap triggers itself in a loop

    Watch Record Updated and run Update Record on the same type, and each update sets the trigger off again. Tasks vanish fast. A filter breaks the loop.

  • A bulk import gets held back

    Import hundreds of records at once and Zapier's flood protection can pause the Zap rather than fire it for every one.

  • The action fails on a missing ID

    Most Clarify actions need a Record ID. If the trigger or search did not supply one, the step fails. A failed action costs no task, but the work is not done.
Need help

Need help automating Clarify with Zapier?

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FAQ

Clarify Zapier integration: frequent questions

01Is the Clarify Zapier integration free?
Yes, as far as Zapier goes. Clarify is not a premium app, so you can connect it on the free plan. That plan gives you 100 tasks a month and Zaps of two steps, one trigger and one action. As soon as you add a filter, a search or a second action, the Zap becomes multi-step and needs a paid plan. A simple comment Zap like the one above fits inside it.
02How many Zapier tasks does a Clarify Zap use?
One task per action that succeeds, each time the Zap runs. The trigger costs nothing, and Zapier watching for new records costs nothing either. A Zap that adds a label and then creates a comment uses two tasks per record. If an action fails, for example because the Record ID was missing, it is not counted. A few apps and actions do take more than one task when they complete, so keep an eye on the task history in your first days.
03Does Clarify trigger Zaps in real time?
Yes. All three Clarify triggers, Record Added to List, Record Created and Record Updated, are instant. Clarify notifies Zapier the moment the event happens, so the Zap starts right away on every plan, the free one included. The polling grid of 15 minutes on Free, 2 on Professional and 1 on Team or Enterprise does not apply to them. In the editor, a Zap built on one of these triggers shows a lightning bolt.
04What does it take to connect Clarify to Zapier?
A Clarify account, and access to the records you want the Zap to touch if you do not own them. On Zapier, open Apps, click + Add connection, search for Clarify and click Add connection. A tab opens where you sign in to Clarify and grant Zapier access. The connection is then available in every Zap you build, so you only do this once per account. Sign in with the account the Zap should act as.
05Where does the Record ID come from in a Clarify Zap?
From the step before. Update Record, Delete Record, Create Comment and the two label actions all require a Record ID, and Clarify does not fill it in for you. Map it from a trigger that carries the record, or place a search step first. Clarify itself points to Find Person and Find Company as the usual way to get it. Without it, the action fails and the Zap stops at that step.
06What if the Clarify operation you need is not listed?
Start by combining what exists. Find Record, Find Person or Find Company followed by Update Record covers a lot of cases that look missing at first. The notes on this page follow what the Zapier editor offered for this app on 1 October 2026. If your need still falls outside it, that is the point where comparing automation platforms becomes worth your time. Write down the exact gap first, so the comparison is on facts.
07Zapier, Make or n8n for Clarify?
Decide on criteria rather than on a ranking. On Zapier, Clarify gives you three instant triggers and works on the free plan, which suits a team that wants something running quickly without code. The cost model is tasks per successful action, and anything beyond two steps needs a paid plan. If your Zaps will chain many actions per record, compare how each platform counts usage before you commit. Start with one Zap and watch its task history before scaling.
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