![Clari Copilot [beta]](https://storage.googleapis.com/konnectify_app_icons_v3/clari-1.0.0.svg){kind=icon}
Create a Contact
Adds a brand new contact to your Clari Copilot account, allowing you to store and manage their details within the system.
Tool
ify connects with Clari Copilot [beta]
ify is an AI support agent that seamlessly integrates with Clari Copilot [beta] to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
How ify uses Clari Copilot [beta]
The point is not another integration badge. ify uses Clari Copilot [beta] as part of the work required to resolve a customer request, then carries the result back into the support conversation.
01
Read the request
ify understands what the customer needs and whether Clari Copilot [beta] is the right system to check.
02
Pull live context
It looks up the relevant sales & crm and artificial intelligence context directly from Clari Copilot [beta], not a stale copy.
03
Take the action
With 13 supported tools, ify can complete approved steps inside Clari Copilot [beta].
04
Record the outcome
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
Tools ify can use in Clari Copilot [beta]
ify calls these 13 tools inside Clari Copilot [beta] to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Get a Contact
Fetches detailed information about a specific contact from Clari Copilot using the CRM ID.
Tool
Update a Contact
Updates an existing contact in your Clari Copilot account with the latest details.
Tool
Delete a Contact
Deletes a contact from Clari Copilot using the source CRM ID and returns the last snapshot of the contact.
Tool
Create an Account
Creates a new account (company) in Clari Copilot to manage organization-level data.
Tool
Get an Account
Fetches detailed information about a specific account from Clari Copilot using the CRM ID.
Tool
Update an Account
Updates an existing account (company) in Clari Copilot with the latest details.
Tool
Delete an Account
Deletes an account from Clari Copilot using the source CRM ID and returns the last snapshot of the account.
Tool
Create a Deal
Creates a new deal in Clari Copilot with all associated deal details.
Tool
Resolution paths
Common outcomes from Clari Copilot [beta]
Each path starts with one customer need, uses the right Clari Copilot [beta] tool, and ends with a verified answer or action inside the support conversation.
Path 01
Create a Contact
Adds a brand new contact to your Clari Copilot account, allowing you to store and manage their details within the system.
Uses Clari Copilot [beta]Verified outcome
Path 02
Get a Contact
Fetches detailed information about a specific contact from Clari Copilot using the CRM ID.
Uses Clari Copilot [beta]Verified outcome
Path 03
Update a Contact
Updates an existing contact in your Clari Copilot account with the latest details.
Uses Clari Copilot [beta]Verified outcome
Connected stack
Connect Clari Copilot [beta] with your stack
Customer requests rarely live in one system. ify can use Clari Copilot [beta]alongside the apps your support team already checks to verify context, take action, and close the loop.
Attention
Sales conversation intelligence, scorecards, calendar events, media URLs, and knowledge base automation for Atte...
Sales & CRMGong (Beta)
Gong connector with calls, users, activity stats, tasks, coaching, and call outcome endpoints using OAuth2 authe...
Sales & CRMActiveCampaign
Connect to ActiveCampaign to manage contacts, campaigns, and automations via webhooks
MarketingApify
Connect to Apify for web scraping, automation, Actors, datasets, storage, schedules, and webhooks.
Data & Analytics
Apollo.io
A sales intelligence and engagement platform.
Sales & CRM
Attio
Attio is the CRM for the next generation of companies.
Sales & CRMCommon questions about ify for Clari Copilot [beta]
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