Groove integration

Groove is a platform for customer support and help desk management.

With this integration, you can automate workflows between Clay and your Groove help desk.

Setting up the Groove integration

1. While in a Clay table, click Add enrichment and search for Groove.
2. Under Integrations, select one of the Groove options.
3. In the modal, you will be asked to Select Groove account.
   1. If you haven’t already connected, click + Add account and go through authentication.

Using the Groove integration

Action List flows

Use this action to list flows in your Groove account.

Inputs

• Filter type: Choose to filter by Active flows or not.
• Owner ID filter (Optional): Filter for flows owned by a specified user.

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

Action List people

Use this action to list people in your Groove account.

Inputs

• Filter type: Choose to filter by people who are involved in specific flows.
• Flow ID filter (Optional): Enter the flow ID you want to filter by.

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

Action List users

Use this action to list users in your Groove account.

Inputs

• Filter type: Choose to filter by email, SFDC ID, or none.
• Flow ID filter (Optional): Enter the email or SFDC ID of the specific user to find.

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

Action Add person to flow

Add a person to a flow in your Groove account.

Inputs

• Flow ID
• Person SDFC ID
• Owner ID (Optional): The Groove user ID that should own the person imported into the flow.

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

Action Assign a user an action

Assign a user an action in your groove account.

Inputs

• Filter input fields: Search fields by name or description
• Assignee: Groove user ID.
• Action type
• Summary: Title of this action.
• Due by time
• Priority (Optional)
• Description (Optional)
• Body (Optional)
• Logging: Salesforce task type (Optional)
• Logging: Salesforce Lead or Contact (Optional): A comma-separated list of SFDC Lead or Contact IDs.
• Logging: Salesforce Object (Optional): A comma-separated list of SFDC "ObjectType:ID" pairs to log this action to.

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

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