Automation - ClaraSDR Documentation

Clara emits structured events for everything that matters - qualified leads, booked meetings, completed conversations. Wire those events into Zapier, n8n, or Make to build the downstream workflows your team runs on.

Supported platforms

Platform	Best for
Zapier	Fast, no-code automations into 6,000+ apps
n8n	Self-hosted or cloud workflow automation with full control
Make	Visual scenario building with granular routing logic

How it works

Connect

Connect your automation platform and point it at Clara’s webhook events - see Webhooks & events.

Choose which events trigger the workflow: lead.qualified, meeting.booked, conversation.completed, and more.

Act

Every payload carries the conversation, qualification, and lead context your tools need.

Automation ideas

Trigger	Workflow
`lead.qualified`	Create a task for the account owner, post to a Slack sales channel
`qualification.completed`	Push the qualification record to a data warehouse for reporting
`meeting.booked`	Prep the rep with a briefing doc and CRM task
`conversation.completed`	Trigger a follow-up email sequence

Start with lead.qualified → CRM task creation. It’s the fastest way to see Clara’s pipeline impact end to end.

​Supported platforms

​How it works

​Automation ideas

Supported platforms

How it works

Automation ideas