Actionist·Clay
C

Clay

· #222 most-used

Push, enrich, and act on GTM data without touching the Clay interface

CRMSalesMarketingDatabaseAnalyticsAutomationLead Generation

Clay is the GTM data enrichment and workflow platform used by sales, marketing, and revenue operations teams to build hyper-personalized outbound sequences at scale. It combines 100+ data providers in a waterfall enrichment engine, AI research columns, and a spreadsheet-style interface to let teams enrich any list of people or companies without writing code. Connect Clay to Actionist and your agents can create records in Clay tables to trigger enrichment, read enriched firmographic and intent data back into other tools, update pipeline stages and health scores, and keep the Clay workspace clean — all without a human touching the Clay interface.

Try Clay with ActionistVisit Clay
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual research cycle of enriching leads, candidates, and vendors by hand — automatically pushing records into Clay's waterfall and reading enriched data back into downstream tools.

Schedule

What your Clay agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Clay × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~25 hrsSaved / week
6Personas served
For sales
Featured3 apps

Inbound lead enriched and routed before the SDR opens the CRM

When a demo request comes in, the agent checks Clay for duplicates, creates the lead row so Clay's data waterfall enriches it, reads the resulting ICP score, pushes the enriched fields back into HubSpot, and posts a briefing card to the #inbound Slack channel. The SDR's first touch on a new lead comes with company size, tech stack, and funding data already attached.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new lead submits a demo request form
Trigger
Step 1
HubSpot
Detect new form submission from the demo request page
read
Step 2
C
Clay
Find Row in Table — check if lead already exists in Clay by email
write
Step 3
C
Clay
Create Record in Table — add lead row with name, email, and company domain
write
Step 4
C
Clay
Update Record in Table — write ICP tier after Clay enrichment populates the score
write
Step 5
HubSpot
Update contact record with enriched firmographic data from Clay
write
Step 6
Slack
Post lead briefing with ICP tier and key enrichment signals to #inbound channel
Result
Create Record in Table — add lead row with name, email, and company domainUpdate Record in Table — write ICP tier after Clay enrichment populates the scoreUpdate contact record with enriched firmographic data from ClayPost lead briefing with ICP tier and key enrichment signals to #inbound channel
The win
Saved per run
15 min
Runs / week
~40×
SDRs receive pre-enriched, ICP-scored leads before opening the CRM
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    90 min / week
    Manual lead research before sequencing

    SDRs manually research each new inbound lead — checking LinkedIn, Crunchbase, and company websites — before deciding which sequence to enrol them in.

    Sales Agent
    0 min
    Agent pushes leads into Clay and routes them by ICP score automatically

    When a demo request arrives, the agent creates the Clay row, waits for enrichment, reads the ICP score, and pushes the segmented lead to the right sequence — zero manual research.

  • Marketing
    60 min / week
    Raw form data pushed directly to CRM

    Marketing pushes raw form submissions to the CRM with only the fields the lead typed — sales reps add missing company context manually before any qualification call.

    Marketing Agent
    0 min
    Agent enriches inbound leads in Clay before they reach the CRM

    Every form submission triggers a Clay row creation, enrichment fires, and the enriched data syncs back to the CRM — MQLs arrive at sales pre-qualified with firmographics.

  • Customer Support
    30 min / week
    Reps look up account context manually

    Support reps switch between the ticketing tool, CRM, and spreadsheets to piece together account information before replying to each customer.

    Customer Support Agent
    0 min
    Agent retrieves enriched Clay account context into every ticket

    When a support ticket opens, the agent finds the account in Clay and surfaces company size, renewal date, and tech stack so the rep has full context before the first reply.

  • Human Resources
    45 min / week
    Manual candidate research before screening

    Recruiters manually research each applicant's current employer — company size, funding stage, industry — before the screening call, typically the morning of the interview.

    Human Resources Agent
    0 min
    Agent creates enriched candidate rows in Clay from every new application

    When an application arrives, the agent creates the Clay row and lets enrichment pull employer firmographics and career data — recruiters walk into screen calls with research already done.

  • Finance
    40 min / week
    Finance manually researches new vendors

    Finance teams manually research each new vendor request — pulling data from LinkedIn, Crunchbase, and the vendor website — before the weekly procurement review meeting.

    Finance Agent
    0 min
    Agent creates enriched vendor records in Clay before the procurement review

    New vendor requests trigger a Clay row creation so the enrichment waterfall pulls funding, headcount, and leadership data — finance enters the review with a complete vendor profile.

  • Operations
    60 min / week
    Manual Clay table and user audits

    Operations manually reviews Clay table health, checks for stale rows, audits user access, and updates status fields — a time-consuming sweep that is often skipped when teams are busy.

    Operations Agent
    0 min
    Agent runs Clay workspace hygiene sweeps on a schedule

    The agent lists tables, checks user rosters, finds stale rows, and updates status fields automatically — the Clay workspace stays clean without anyone manually auditing it.

  • Legal
    50 min / week
    Manual counterparty research before contract review

    Legal teams manually research each new counterparty — registered jurisdiction, leadership, financial background — before the contract review, typically from multiple separate sources.

    Legal Agent
    0 min
    Agent creates enriched counterparty records in Clay at contract entry

    When a contract enters the legal system, the agent creates the counterparty row in Clay so enrichment pulls company registration, leadership, and jurisdiction data before the review call.

+ 100s of other Clay automations
Average time saved
38 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on Clay's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Clay into Actionist

Pick the connection method that suits your environment.

Connect Clay via an API key generated from your workspace settings. The agent will have access to all tables and users in the workspace that the key's account can see.

1
Generate your Clay API key

Log in to Clay and navigate to your workspace settings. Find the API or Integrations section and click to generate a new API key.

2
Copy and store the key securely

Copy the generated key and treat it like a password. The key inherits the permissions of the user who generated it, so use an admin account if you need the agent to access all tables.

3
Paste into Actionist and test

Paste the key into the API Key field below and click Test connection. Actionist will run a read-only call to confirm the workspace is accessible.

Credentials you'll need
API Key*
Clay workspace settings → API → Generate API key
Actions

8 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about Clay + Actionist

How does Actionist connect to Clay?
Go to the Apps tab, find Clay, and click Connect. The recommended path is API key — navigate to Clay's workspace settings, generate an API key under the Developer or Integrations section, and paste it into the connection field in Actionist. Actionist runs a test call to confirm the key is valid and your workspace is accessible before any actions run.
What permissions does the agent need on my Clay account?
You need a Clay API key with read and write permissions on the tables you want the agent to access. The API key inherits the permissions of the user who generated it — if you want the agent to create and update records across all workspaces, generate the key from a workspace admin account. For read-only operations like Find Row in Table or Find User, a viewer-level key is sufficient.
Can I connect Clay to other apps in the same workflow?
Yes — Clay is most powerful when it sits at the junction of your data sources and your CRM. Common combinations: push enriched records from Clay into HubSpot or Salesforce when a row is updated; pull new leads from a form tool or webhook into a Clay table for enrichment; sync company data to Google Sheets or Notion after a research run. Any of Actionist's 200+ connected apps can send or receive data alongside Clay in the same workflow.
What are the most common things agents do with Clay?
The four patterns that come up most often: (1) inbound enrichment — a new lead arrives via form, and the agent creates a record in a Clay table so Clay's 100+ data waterfall fills in company size, tech stack, funding, and ICP score; (2) CRM hygiene — the agent reads stale contact fields from your CRM, finds the matching Clay row, and updates it with fresh enriched data on a schedule; (3) outbound prospecting — the agent creates batches of target account rows in Clay so Clay's AI research columns run automatically; (4) signal routing — when Clay finishes enriching a row, the agent reads the updated record and pushes qualified leads to your sales engagement tool.
Which fields can I set when creating a record in Clay?
When you call Create Record in Table, you pass field values for any column that accepts direct input — name, company domain, email, and any custom fields you have added. Fields that are configured as Actions (Clay's enrichment columns that pull from data providers) or Formulas cannot be written directly — Clay computes them automatically once the row exists. To populate a select-type field, use Find Select Option ID for Table Field first to retrieve the correct option ID, then pass that ID in the Create Record call.
How do I update an existing record without creating a duplicate?
Use Find Row in Table to locate the record by a known field value (email address, company domain, or a custom unique identifier), then pass the returned row ID into Update Record in Table. This two-step pattern — find then update — is the reliable path because Clay's Update action requires the row's internal ID, not a field match. If you expect the row might not exist yet, add a conditional: create it if Find returns no result, update it if one is found.
How do I prevent duplicate rows when pushing leads into Clay?
Clay deduplication is handled at the table level via Clay's own auto-dedupe feature (enabled per table in Clay settings). From Actionist's side, the best practice is to call Find Row in Table before any Create action — search by the email address or domain that uniquely identifies the contact. If Find returns a match, route to Update Record in Table instead of Create. This keeps enrichment history on a single canonical row rather than splitting it across duplicates.
Can Actionist access multiple Clay workspaces and tables?
Clay tables live in workspaces. When you connect Clay via API key, Actionist can access all tables in all workspaces that the key's user has permission to view. To target a specific table, you will reference it by its table ID (available in the Clay URL when viewing the table). If you manage multiple Clay workspaces — for example, separate workspaces per client — you will need separate API keys and separate Clay connections in Actionist, one per workspace.