Step 2: Connect Clay and Trigify Enrichment

This step gates incoming traffic and routes unbooked leads to Clay, while enriching qualified sources via Trigify.

1. In Source Gate Check, set the condition Left Value to {{ $json.body.source }} and check it contains lead_capture_box.
2. For the “true” path, configure Send to Clay Unbooked with URL https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-[REDACTED_CLAY_WEBHOOK_ID] and Method POST.
3. In Send to Clay Unbooked → Body Parameters, set: Data of Demo Booked to {{ $('Incoming Webhook Trigger').item.json.body.timestamp }}, Qualified to NOT BOOKED, and Email to {{ $json.body.email }}.
4. For the “false” path, configure Fetch Trigify Enrichment with URL /v1/profile/track and set the query parameter url to {{ $json.body.linkedinUrl }}.

Step 3: Set Up AI Qualification Logic

Use AI to determine qualification, then route leads into qualified or unqualified Clay pipelines and return the webhook response.

1. Configure AI Qualification Logic with Text set to =Analyse this person, ensure their current company the work for is a B2B company Based on this company descrption give me a True or false if this company is a B2B company - industry - {{ $json.position[0].companyIndustry }}company name - {{ $json.position[0].companyName }}company size - {{ $json.position[0].companyStaffCountRange }}I also only want to speak to countries that are in the US, UK, Europe or AustraliaLocation - {{ $json.geo.country }} {{ $json.geo.countryCode }}Their job title needs to also be a senior job title so anything that countains, Head of, Director, VP, C-level.ORIt contains the following keywords - Influencer, Strategy OR it contains GTM or Growth regardless of the seniorty wich is TRUE regardless of seniorty.Job title - {{ $json.position[0].title }}Employment Status - {{ $json.position[0].employmentType }}Start Date - {{ $json.position[0].start.year }}End Date - {{ $json.position[0].end.year }}IF all true mark as true is 1 thing is false mark as false. IF one of these is false and the rest are true mark as true. Unless the location contains India, Pakistan, Banglisdesh etc.If their job title contains Advisor, Contractor, Creator, Investor, Host etc (essentually any job title that suggests they could be wokring thier part time just their second job experience)industry - {{ $json.position[1].companyIndustry }}company name - {{ $json.position[1].companyName }}company size - {{ $json.position[1].companyStaffCountRange }}Start Date - {{ $json.position[1].start.year }}End Date - {{ $json.position[1].end.year }} {{ $json.position[1].end.month }} {{ $json.position[1].end.day }}If their end data in their second job has older than todays date you know they no longer work their..
2. Attach Anthropic Chat Engine as the language model for AI Qualification Logic.
   Credential Required: Connect your anthropicApi credentials.
3. Attach Parse AI Result as the output parser for AI Qualification Logic and set JSON Schema Example to { "result": true }. (Parser is a sub-node; keep credentials on Anthropic Chat Engine.)
4. In Qualification Branch, set the condition to evaluate Left Value {{ $json.output.result }} with the boolean true operation.
5. Configure Send to Clay Qualified and Send to Clay Unqualified with their respective Clay webhook URLs and body parameters like Email {{ $('Incoming Webhook Trigger').item.json.body.email }} and Company Name {{ $('Fetch Trigify Enrichment').item.json.position[0].companyName }}.
6. Set flags using Set Qualified Flag (output = true) and Set Unqualified Flag (output = false), then connect Set Qualified Flag to Return Webhook Reply.

Step 4: Configure Booking Check and Delay

After responding to the webhook, the workflow waits, checks for a booking in Cal.com, and only then triggers the AI follow-up.

1. In Delay Timer, set Unit to minutes and define your wait duration.
2. Configure Check Cal Booking with URL https://api.cal.com/v2/bookings and query parameter attendeeEmail set to {{ $('Incoming Webhook Trigger').item.json.body.email }}.
3. In Check Cal Booking → Header Parameters, set Authorization to Bearer [CONFIGURE_YOUR_API_KEY] and cal-api-version to 2024-08-13.
4. In Booking Status Check, set the condition to check Left Value {{ $json.data[0].start }} is notEmpty.

Step 5: Configure AI Follow-up and Instantly Delivery

If no booking is found, an AI follow-up sentence is composed with web research and the lead is added to Instantly.

1. Configure AI Followup Composer with Text set to Run task. and System Message set to the provided prompt beginning with =Prospect Follow-Up Email Generator and ending with Now, please research the prospect's company and provide your improved sentence..
2. Attach Anthropic Chat Engine 2 as the language model for AI Followup Composer.
   Credential Required: Connect your anthropicApi credentials.
3. Attach Parse Followup Output as the output parser and set JSON Schema Example to { "Sentence": "I'd love to show you exactly how you can leverage our Social Intelligence tool to help you research emerging telecom trends and customer sentiment patterns, giving HLR Lookup a competitive edge in identifying new market opportunities before other mobile validation providers even know they exist." }. (Parser is a sub-node; keep credentials on Anthropic Chat Engine 2.)
4. Configure Web Research Tool with URL https://api.openai.com/v1/responses, Method POST, and JSON Body { "model": "gpt-4o", "tools": [{"type": "web_search_preview"}], "input": "{placeholder}" }. Add Authorization header Bearer [CONFIGURE_YOUR_API_KEY]. This tool is attached to AI Followup Composer, so manage model credentials on the parent node.
5. Configure Add Lead to Instantly with URL https://api.instantly.ai/api/v2/leads and set the JSON Body to { "campaign": "[YOUR_ID]", "email": "{{ $('Incoming Webhook Trigger').item.json.body.email }}", "first_name": "{{ $node['Fetch Trigify Enrichment'].json.firstName }}", "last_name": "{{ $node['Fetch Trigify Enrichment'].json.lastName }}", "company_name": "{{ $node['Fetch Trigify Enrichment'].json.position[0].companyName }}", "custom_variables": { "research": "{{ $json.output.Sentence }}" } }.
6. In Add Lead to Instantly → Header Parameters, set Authorization to Bearer [CONFIGURE_YOUR_API_KEY] and Content-Type to application/json.

Step 6: Test and Activate Your Workflow

Verify data flows through qualification, booking checks, and follow-up delivery before enabling the workflow for production.

1. Click Execute Workflow and send a test POST request to the Incoming Webhook Trigger URL with sample body.source, body.email, and body.linkedinUrl.
2. Confirm Source Gate Check routes correctly to Send to Clay Unbooked or Fetch Trigify Enrichment.
3. Verify Qualification Branch routes to Send to Clay Qualified or Send to Clay Unqualified, and that Return Webhook Reply returns a response.
4. After the delay, validate Check Cal Booking and Booking Status Check behavior, and ensure Add Lead to Instantly receives the AI-generated Sentence.
5. When the test run is successful, toggle the workflow to Active to enable production intake.