Clari and Onboard integrations and automations

Seamlessly connect Clari and Onboard. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Onboard
  • New Discussion Message
    Triggers when a new message is posted in the discussion of a Task.
  • Map Updated
    Map Updated
  • New or Updated Map Task
    Triggers when a Map Task is created or updated.
  • New Map
    Triggers when a new Map is created.

    • 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

Onboard
  • Create Customer
    Creates a customer.
  • Create Map
    Creates a Map.
  • Delete Customer
    Delete Customer
  • Delete Map
    Delete Map
  • Delete Map Task
    Delete Map Task
  • List Customers
    List of client customers.
  • Post Discussion Message
    Posts a discussion a message in the given task.
  • Find Map Task
    Find Map Tasks by Name.
  • Update Map
    Update Map
  • Update Map Task
    Update Map Task

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation