Send Data to Clay

Step 1: Create a Webhook Table in Clay

1. In Clay, create a new table
2. Add Webhook as the data source for the table

Step 2: Copy the Webhook URL and Set Response Format

1. In the Webhook source configuration, find the Webhook URL
2. Copy the Webhook URL — you'll paste this into Surface in a later step
3. Set Send response as to JSON so Clay expects and parses JSON payloads

Step 3: Add an HTTP Request Action in Surface Workflow Builder

1. Open the Workflow Builder in the Surface Platform for your form
2. Add a new action to your workflow
3. Select HTTP Request from the available actions

Step 4: Configure the HTTP Request Action

Configure the HTTP Request action with the following settings:

1. Request URL — Paste the Webhook URL you copied from Clay
2. HTTP Method — Set to POST
3. Body — Add a JSON object where each key is the field name Clay expects and each value is the form data. Use the @ symbol in the workflow builder to insert form variables (e.g. @email, @name).

Step 5: Verify Data in Clay

1. Save your Surface workflow
2. Submit a test response through your Surface Form
3. In Clay, check your webhook table — you should see the new row with the data sent from Surface

Troubleshooting

If data isn't appearing in Clay:

• Confirm the Webhook URL in the HTTP Request action matches the URL from Clay exactly
• Ensure Send response as is set to JSON in Clay and your request body is valid JSON
• Check that the JSON keys in the body match the columns or fields Clay expects
• Review workflow logs in Surface to see if the request was sent and whether Clay returned any errors