CRM
Clay for your Agent
Flow can look up contacts, companies and deals in Clay, and with read and write access it can update records.
It asks for your approval before it changes anything in Clay. Connect with an API key from your Clay account.
Connect Clay in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Clay.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Clay.
What Flow can do depends on what Clay offers through its API and on the access you choose.
Things to ask
Type these to Flow once Clay is connected.
- Clay
Which Clay deals are linked to tenders closing this month?
- Clay
Create a Clay deal for the Vienna hospital tender, with its value and deadline.
About Clay
Clay is a go-to-market data enrichment and workflow automation platform for searching people and companies, running routines, and querying workspace tables. It helps teams enrich leads, automate GTM workflows, and keep workspace data synchronized.
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