Sales & CRM
Give your agents access to Clay.
Agents search Clay's database of companies and people and run your Clay functions on the records they find. An HTTP API column in a Clay table can start a workflow when it sends a row. A Clay webhook can start one when a function or Workflow run started with its webhook ID finishes.
5,000 free credits to start.
Agent reach
Clay Public API
The full surface, searched at run time.
Connect with
- API key
Create an API key with the Public API scope on Clay's API and CLI page. For triggers, add an HTTP API column to a Clay table that sends rows to Helios, or create a Clay webhook with the Clay CLI. HTTP API columns need a Growth or Enterprise plan.
Event triggers
Yes · 2 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Clay
Helios searches the Clay Public API at run time. The agent finds the endpoint the task needs and calls it.
- Search the Clay Public API at run time and call any endpoint your key allows.
- Find people at target accounts by job title and company size.
- Look up companies and their firmographics by domain.
- Run Clay-managed and custom functions on up to 100 records and read the results.
- Query known Clay tables with filters on Enterprise plans.
- Start a run when an HTTP API column in a Clay table sends a row.
- Start a run when a Clay function run that names your Clay webhook finishes.
Examples
Tasks you can hand to a Clay agent
Act on leads sent by a Clay table
When an HTTP API column sends a lead, the agent can qualify it and create a CRM contact.
For each row from the Inbound leads table, score the lead and create the contact in the CRM.
- clay·look up the company's size and industry
- attio·create the person and company
- slack·post the lead to #sales
Lead routed
- Head of RevOps at a 400-person software company
- Matches the mid-market profile
- Created in Attio and posted to #sales
Build a prospect list
The agent searches Clay for people who match a persona at a set of accounts and returns a clean list.
Find heads of sales at software companies with 200 to 1,000 employees.
- clay·read the search query reference
- clay·create and run a people search
- code·drop duplicates and sort
42 prospects found
- Name, title, company, and location for each
- Grouped by company size
Enrich a list with a Clay function
The agent runs a Clay function on a list of domains, waits for the results, and reports what came back.
Find the work email for each person in this list with our Clay function.
- clay·start a function run on 25 items
- clay·read the run's results
- code·match results to the input rows
Function run complete
- 21 emails found
- 4 items failed with no match
Event triggers
Start a run on Clay events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
row.sent | A Clay table sends a row through an HTTP API column. Filter on the table name in the row. |
routine_run.finished | A Clay function or Workflow run that was started with your Clay webhook's ID finishes. |
Works with
Clay works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Clay.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.