How Default and Clay connect
Where Clay fits next to enrichment in Default
Teams that use both tools often keep Clay for work that can finish later, such as account research and list building, and keep it off the path a live inbound lead takes to routing and the scheduler. The 2 tools return data at different times:
For example, a demo request can run Enrich Data, then a Multi-Branch node on company size,
then Round-Robin and Display Scheduler, all while the visitor waits. See
Enrichment nodes and Waterfalls.
Call a Default workflow from Clay with an incoming webhook
An incoming webhook accepts any JSON body. Use it when Clay should start a workflow for each row.1
Create the webhook in Default
In Workflows, create a workflow and add the Incoming Webhook trigger. Under
Connected Webhook, select Create new webhook.
2
Copy the URL and the secret
The trigger shows the Ingestion URL and the Bearer secret. Copy the URL, then reveal and
copy the secret. The secret is shared by every incoming webhook in your workspace. See
Webhook Secret.
3
Add an HTTP API column in Clay
In the Clay table, add an HTTP API column that sends a
POST request to the Ingestion URL.
Add a header named Authorization with the value Bearer <your secret>, and build a JSON body
from the row’s columns, for example:4
Capture a sample
In the Default trigger, under Test event, select Listen for test event, then run the Clay
column on 1 row within 5 minutes. Default stores that request as the sample and does not run the
workflow for it. You can also select Paste a sample and paste the JSON.
5
Map the identity
Under Identity mapping, set Person email to the email field. Later nodes, such as
Enrich Data, then treat the request as that person. If some rows have no email, also set
Company domain to the domain field. Default uses the domain only for rows without an email.
6
Build and publish the workflow
Add the nodes that act on the row. Every field in the sample is in the data picker, so type
{{ to use it. Select Publish, then check that the status next to the
deployment switch reads Live. A new workflow goes live when you first
publish it. If the status reads Paused, turn the switch on.How the Ingestion URL responds
Call a Default workflow from Clay with the API
The API trigger starts a workflow from a request to the Default API. Use it when Clay needs the workflow’s result in the response.
Pace the Clay column so it stays under 30 requests per minute for each API key. For the request
format and error codes, see Route and book through the API and
Fire a trigger.
Send records from Default to Clay
The Send to Webhook node sends an HTTP request from a workflow to a Clay table’s webhook URL.1
Set up the table in Clay
Create a Clay table that receives rows from a webhook, and copy its webhook URL. If Clay gives
the webhook an authentication token, copy that too.
2
Add Send to Webhook
In the Default workflow, add Send to Webhook. Set Request Type to POST and
Request URL to the Clay webhook URL. If Clay gave you a token, add it under Headers with
the header name Clay uses.
3
Build the body
Under Body, use the Fields tab to add a key for each column the Clay table expects, for
example
email, company_domain, and assigned_rep. Type {{ to fill each value from the
trigger or an earlier node.4
Test the workflow
Select Test, fill in a sample, and select Run Test. Confirm the row arrived in Clay. A
test sends the request for real.
Troubleshoot Clay and Default
Related: Default integrations