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Automating Workflow Between SalesQL, Clay, and Recruiterflow


I am setting up a Zapier workflow to automate the following process:

  1. Clay Integration:

    • When a new enriched contact is detected in SalesQL, Zapier should dynamically trigger an action to create a new table in Clay using a predefined template.
    • The new table should have a unique name, dynamically generated based on the contact’s details (e.g., Name, Email, or other relevant identifiers).
  2. Recruiterflow Integration:

    • Once the table is created in Clay, Zapier should seamlessly send the enriched contact data from Clay to Recruiterflow for recruitment management.
    • Additionally, I would like to receive email notifications each time the data is successfully sent from Clay to Recruiterflow.

Expected Behavior:

  • A new table is created in Clay dynamically for each enriched contact in SalesQL, named appropriately based on contact details.
  • Enriched contact data from Clay is automatically sent to Recruiterflow via Zapier.
  • Email notifications are triggered to confirm when data is successfully sent to Recruiterflow.
     

    I would appreciate your assistance in addressing the following:

  • How can I configure Clay to dynamically create new tables for each contact, ensuring unique table names?
  • Are there known limitations with Zapier’s integration with Clay or Recruiterflow when managing dynamic table creation and data transfer?
  • What’s the best way to structure the workflow to reliably send enriched contact data from Clay to Recruiterflow for candidate management?
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4 replies

Troy Tessalone
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Hi ​@Benchua 

Have you reviewed the available triggers/actions and help links for each Zap app integration?

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that lists the available triggers/actions and help links.

e.g. Clay


  • Author
  • New
  • 1 reply
  • January 15, 2025

Thank you for your response and the resources you shared. I’ve already explored the available triggers and actions for each app, including Clay, SalesQL, and Recruiterflow, through the Zapier app profiles and help links.

It appears that creating a new table dynamically in Clay for each new enriched contact from SalesQL is not currently an available option in Zapier. As a result, I’m now exploring an alternative workflow.

Alternative Workflow:
Instead of creating a new table in Clay, I would like to send the contact data directly from SalesQL to Recruiterflow. However, I want to ensure that the email type (e.g., Personal or Work) is correctly identified and mapped to the corresponding field in Recruiterflow.

My Questions:

  1. Is it possible to set up a workflow in Zapier that identifies the email type (e.g., Personal or Work) based on the data received from SalesQL before sending it to Recruiterflow?
  2. If this is achievable, could you advise on the most reliable structure for such a workflow? For example:
    • Can Zapier’s formatter or filters be used to categorize the email type?
    • Should I add a custom field in Recruiterflow to accommodate this mapping?

Your guidance on setting up this workflow would be greatly appreciated. I’m open to using additional tools or configurations within Zapier if required.

Looking forward to your insights!


Troy Tessalone
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SamB
Community Manager
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  • Community Manager
  • 7487 replies
  • January 21, 2025

Hi there ​@Benchua 👋

Did using Filter or Paths as Troy suggested allow you to check whether it’s a personal or work email?

Keen to ensure you’re all set so let us know if you need any further help at all!