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Customize your Clari and Namely integration with the following triggers and actions.

Triggers

When this happens…

Namely
  • New event
    New event in Namely
  • New employee profile
    New employee profile in Namely
  • New/updated employee profile
    New or updated employee profile in Namely
  • Any other trigger you can think up

Actions

Do this…

Clari
  • Stop or cancel an in-progress job
    Stop or cancel an in-progress job in Clari
  • Create a new Forecast Export
    Create a new Forecast Export in Clari
  • Custom action
    Custom action in Clari
  • View all jobs initiated by the connection user
    View all jobs initiated by the connection user in Clari
  • View the status of a given export using its Job ID
    View the status of a given export using its Job ID in Clari
  • Retrieve and save Forecast Export content
    Retrieve and save Forecast Export content in Clari
  • View limit information for your organization
    View limit information for your organization in Clari
  • Any other action you can think up

Namely
  • Custom action
    Custom action in Namely (Custom)
  • Create status post
    Post new status on Namely
  • Get employee profile details by ID
    Get employee profile details in Namely
  • Post comment
    Post comment in Namely
  • Search people profiles
    Search people profiles in Namely
  • Update people profile
    Update people profile in Namely
  • Any other action you can think up

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