Clari Copilot
What’s supported
Supported actions
This connector supports:
- Read Actions, including full historic backfill. Please note that incremental read is supported only for
calls
, currently. For all other objects, a full read of the Clari Copilot instance will be done per scheduled read. - Write Actions.
- Proxy Actions, using the base URL
https://rest-api.copilot.clari.com
.
Important Note on Incremental Reads for Calls: The incremental read functionality for
calls
is based on thelast_modified_time
field. However, this timestamp only updates when the call’s status changes, not when other fields (like name, email, etc.) are modified. This means that incremental reads may miss updates to non-status fields that occur between scheduled reads.
Supported Objects
The Clari Copilot connector supports reading from the following objects:
- accounts (write)
- calls (read, write)
- contacts (write)
- deals (write)
- users (read)
- topics (read)
- scorecard (read)
- scorecard-template (read)
Example integration
For an example manifest file of a Clari Copilot integration, visit our samples repo on Github.
Using the connector
This connector uses API Key auth along with an API Secret, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.)
To start integrating with Clari Copilot:
- Create a manifest file like the example above.
- Deploy it using the amp CLI.
- Embed the InstallIntegration UI component. The UI component will prompt the customer for their API Key and API Secret.
- Start making Proxy Calls, and Ampersand will automatically attach both required authentication headers supplied by the customer. Please note that this connector’s base URL is
https://rest-api.copilot.clari.com
.
Creating API credentials
- Log in to your Clari Copilot account.
- Navigate to Workspace Settings > Integrations > Clari Copilot API.
- You’ll find both your API Key and API Secret in this section.
API documentation
For more detailed information about Clari Copilot API, refer to the Clari Copilot API documentation.