Pre-requisites
Flowla account — if you are in a plan limiting number of flows, you’ll need to delete flows before creating more flows with Clay
Clay account — For your Clay account, ensure that you’re on a plan that includes the ‘Integrate with any HTTP API’ feature, as this is required for the Flowla integration
Collect required information from Flowla
Get your API Key
An API key is required to connect your organization with Clay.
Navigate to Integrations
Find Clay and click on Settings
Click to copy your API key
Get templateID
ID of the template which you want to create flows from
Navigate to Templates
Click the (…) on your selected template
Template’s ID is in it’s URL, extract it by following this steps
delete the part after and including “?”
delete the part before and including “templates/”
Example: https://app.flowla.com/templates/eac4e151-3534-4acb-973d-f269fcb2ed72?sid=cover → eac4e151-3534-4acb-973d-f269fcb2ed72
Get userID
Selected userID will be assigned to the created flows. Selected user will be visible on the side bar as the creator.
Navigate to Settings
Select the Team tab
Locate the flowla user
At the right hand-side, locate the icon. Click on it to copy it
Set up your Clay table and add Flowla as an enrichment
Make sure your table has a column with emails of your prospects.
Click on ‘New enrichment’
Search ‘Flowla’
Under templates → select on Flowla
Select the column with your prospects email if not selected
Add required information to the Flowla enrichment & run
Add templateID and userID to the body, following the format
{"templateId": "write templateID here", "userId": "write userID here”}
Enter your API key to the Headers → x-flowla-api-key section
Run your enrichment column
If your setup worked properly, you’ll see the number 200 on the cells
If you see any other number or encounter errors navigate to Troubleshooting section
Use Flow links
Click on a cell details to see the returned information from Flowla
Link Edit View: Link to the edit page of the flow. It is only accessible to the users in your organization.
Link Live View: Link to the live view of the flow. Access is configured by your share settings on the flow.
Link Analytics: Link to the analytics page of the flow. It is only accessible to the users in your organization.
You can add the links as new columns, use the links to build further automations, such as sending live view link to clients
Troubleshooting
401: Check your API key, if problem persists contact Flowla support
403: There is an error with your setup, check information and try again
500 & 400: Reload the page and try again, if problem persists contact Flowla support
Refer to API documentation for more information: https://api.flowla.com/docs/