Data connectors
Step-by-step guide to building a data connector — from base URL and authentication to mapping response fields onto your ticket cards.

A data connector pulls information from your own shop, CRM or API and shows it to your team, right on the ticket — no code. You build one in a short guided flow: name it, tell Clarify how to sign in, define a request, run a test call, then click the response fields you want to show. This page walks through every step.

New to connectors? Read the overview first for what they are and when to use one.

Build a connector step by step

Basics

Give your connector its identity. These settings decide how it looks in the dashboard and on the ticket.

Name
text
A short, human name for this connector — for example "My Shop" or "CRM". Shown to your team wherever the connector appears.
Base URL
text
The root address of your API, for example https://api.myshop.com. Must start with https:// — Clarify only talks to public, secure endpoints. You add the specific path for each request in a later step.
Icon
text
An icon to represent the connector in lists and cards. Optional.
Accent colour
color
A colour used to highlight the connector's card and badges. Optional.

Authentication

Tell Clarify how to sign in to your API. Pick the one type your provider uses — the fields change to match it. Whatever you enter here is encrypted before it's stored and is never shown back to you in full.

None
radio
No sign-in. Use this for public endpoints that need no key or token.
API key
radio
A single secret key. Choose whether Clarify sends it as a header or a query parameter, then enter the name (for example X-API-Key or api_key) and the value (your key). The value is encrypted.
Bearer token
radio
A token sent in the Authorization header as Bearer <token>. Paste the token — it's encrypted at rest.
Basic auth
radio
A username and password pair sent using HTTP Basic authentication. Both are encrypted.
OAuth2
radio
For providers that use OAuth. Enter the authorize URL and token URL (from your provider's docs), your client ID and client secret, and the scopes you need. Optionally turn on PKCE (S256) for extra protection. The client secret and the tokens Clarify mints for you are all encrypted server-side.
For OAuth2, register this exact redirect URI on your provider so the sign-in can complete:
https://api.clarify.bot/connectors/oauth/callback
Add it to your provider's allowed redirect/callback URLs before you connect. Tokens are exchanged and encrypted on Clarify's servers — they never pass through your browser.

First operation

Define the request Clarify will send to fetch data.

Method
select
The HTTP method: GET, POST, PUT, PATCH or DELETE. Most lookups are GET.
Path
text
The path added to your base URL, for example /customers/{id}. Together they form the full request URL.
Query, headers, body
text
Any extra query parameters, request headers or request body the endpoint needs. Fill in only what your API requires.
Declared inputs
text
The values the request needs at run time — for example an order ID or email. You declare each one here so Clarify can slot it into the path, query or body. These become the fields your team (or a ticket) supplies when the connector runs.
Use a declared input inside the path or query — for example /customers/{email} — and Clarify fills it in from the ticket or from Discord auto-detect each time.

Test call

Run the request straight from the builder. Clarify sends a real call to your API and shows you the live JSON response it gets back. This confirms your base URL, authentication and path all work before you go further — and it gives you the actual field names to map in the next step.

Connectors can only reach real, public endpoints and responses are size-capped, so a test call is always safe. See connector security.

Map fields

Turn the response into something your team can read. In the live JSON from your test call, click the fields you want to show — each one becomes a %placeholder% token you can drop into the ticket card. For example, a status field becomes %status% and total becomes %total%.

Those placeholders fill the connector's card, so when the connector runs on a ticket, your team sees the real values in a clean card instead of raw JSON.

Make it usable

Decide when and where the connector runs.

Bind to a ticket field
toggle
Link a declared input to a ticket input so the value the member typed (an order ID, an email) is passed straight into the connector.
Discord auto-detect
toggle
Resolve an input from the member's Discord account automatically — no typing needed. See Discord auto-detect.
Auto-run on open
toggle
Run the connector automatically as soon as the ticket opens, so the card is ready and waiting when your team arrives.

You link a connector to a category on the Categories page under Connector Bindings.

Managing a connector

Once a connector is saved, these controls keep it healthy and organised.

Last-call health badge
toggle
A badge shows how the connector's most recent call went — whether it succeeded or ran into a problem — so you can spot a broken connection at a glance.
Active
toggle
Turn the connector on or off. When it's off, it won't run on tickets, but its setup is kept so you can switch it back on later.
Duplicate
toggle
Copy an existing connector as a starting point — handy when a second endpoint shares the same base URL and sign-in.
Delete
toggle
Remove a connector for good. You must keep at least one connector, so the last one can't be deleted.
Deleting a connector is permanent and can't be undone. Turn off Active instead if you only want to pause it.

Your credentials stay private

Every key, token and password you enter — API keys, bearer tokens, Basic passwords, OAuth client secrets and the tokens Clarify mints for you — is encrypted before it's stored and never shown back to you in full. When you edit a connector, secret fields appear blank; leave them blank to keep the stored value.

See exactly how your connector credentials are protected in Encryption.

Connectors overview

What data connectors are and when to use one.

Discord auto-detect

Fill a connector input from the member's Discord account, automatically.

Connector security

Why user-supplied URLs are safe: no internal addresses, no redirects, size caps.

Cards & placeholders

How %placeholder% tokens turn response data into a ticket card.