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Clay + NMI Merchant Central

Update Clay records instantly when NMI Merchant Central leads status changes

Ensure seamless updates between your CRM and Clay app with this helpful workflow. Every time a lead status in NMI Merchant Central gets updated, a corresponding record is created in Clay simultaneously. This process efficiently maintains up-to-date records, eliminating the need for manual data entry and improving operational effectiveness. Experience a hassle-free data tracking experience with this robust system.

When this happens...
Lead Status UpdatedTriggers when a lead's status is updated.
TriggerInstant
automatically do this!
Create Record in TableCreates a new record in a table.
ActionWrite

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More things you can do with NMI Merchant Central and Clay

Discover other triggers and actions you can use with NMI Merchant Central and Clay

- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write
- Skipped
Action
Write
Find Row in Table
Find a row in a table.
Action
Search
Find User
Finds a user in a Workspace by email, name, or id
Action
Search

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Skipped
Action
Write
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
Action
Search

About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

Learn moreLearn moreHelpHelp

Related categories

Spreadsheets

About NMI Merchant Central

NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to onboarding, reporting & support- in one unified platform

Learn moreLearn moreHelpHelp

Related categories

Payment Processing