Clay from your code | Happierleads Docs

Authenticated with ?privateKey=YOUR_KEY (see Authentication).

POST	/admin/automations	Create a new automation
GET	/admin/automations	Get all automations for a website
PATCH	/admin/automations/{id}	Enable or disable an automation

POST/admin/automations

Try:

Request body

NameName of the automation

Is ActiveWhether automation is active

WebsiteWebsite ID this automation belongs to

FilterFilter criteria for leads

Trigger

WhenEvent that triggers the automation

ThenAction to perform

Interval

Contact Persona

Roles

Excluded Roles

Email Verification

Allow Only Valid Emails

Allow Catch All Emails

Allow Guessed Emails

Allow Without Emails

Contact Selection Strategy

Max Contacts To Send

ActionsAction-specific configurations

Sent To Slack

Send Messages ToSlack channel, e.g.

Message TemplateMessage with merge fields such as {{name}} and {{company}}; empty uses the saved template

How Many To Add

Sent To Webhook

Url

When To Push

Send To Clay

UrlThe webhook URL of your Clay table

When To Push

Sent To Email Campaign

Email CampaignCampaign ID from GET /admin/email-campaigns

Email Accounts

Sent To Hubspot

Action

Assign Contacts ToOwner ID from GET /v3/crm/owners

Sent To Pipedrive

Assign Contacts To

Sent To Salesforce

Assign Contacts To

Sent To Zoho

Assign Contacts To

Sent To Go High Level

Assign Contacts To

Create Opportunity

Pipeline Id

Pipeline Stage Id

Opportunity Status

Tags

curl -X POST "https://rest-admin.happierleads.com/admin/automations?privateKey=YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Docs example: send-to-clay",
  "isActive": true,
  "website": "64b7f0a1c2d3e4f5a6b7c8d9",
  "when": "new-lead-is-identified",
  "then": "send-to-clay",
  "interval": "immediately",
  "actions": {
    "sendToClay": {
      "url": "https://api.clay.com/v3/sources/webhook/your-table-id",
      "whenToPush": "every-time"
    }
  }
}'

curl -X POST "https://rest-admin.happierleads.com/admin/automations?privateKey=YOUR_KEY" \  -H "Content-Type: application/json" \  -d '{  "name": "Docs example: send-to-clay",  "isActive": true,  "website": "64b7f0a1c2d3e4f5a6b7c8d9",  "when": "new-lead-is-identified",  "then": "send-to-clay",  "interval": "immediately",  "actions": {    "sendToClay": {      "url": "https://api.clay.com/v3/sources/webhook/your-table-id",      "whenToPush": "every-time"    }  }}'

Response

Press Send request to try it with sample data.

Use case: Only leads Clay can work with

Set whenToPush to only-with-suggested-contacts so only leads with a person to enrich are sent.

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Use case: Only leads Clay can work with