Clay Multi-Environment Setup

Overview

Configure Clay integrations across dev/staging/prod with isolated tables, separate webhook URLs, and environment-specific enrichment settings. Clay is a single workspace per account, so multi-environment isolation requires separate tables, careful naming, and environment-aware application code.

Prerequisites

• Clay account (one workspace can hold multiple tables)
• Environment variable management per deployment target
• Understanding of Clay table and webhook concepts

Instructions

Step 1: Create Per-Environment Tables

In Clay, create separate tables for each environment:

Table Name	Environment	Webhook URL	Auto-Enrich	Credit Cap
[DEV] Outbound Leads	Development	Dev webhook	ON (small batches)	100 rows
[STG] Outbound Leads	Staging	Staging webhook	ON	500 rows
Outbound Leads	Production	Prod webhook	ON	10,000 rows

Each table gets its own webhook URL. Copy each URL to the appropriate environment's secrets.

Step 2: Environment Configuration

// src/config/clay.ts — environment-aware Clay configuration
interface ClayEnvConfig {
  webhookUrl: string;
  apiKey?: string;                // Enterprise API (if applicable)
  maxRowsPerBatch: number;
  delayBetweenRowsMs: number;
  enableCRMSync: boolean;
  tablePrefix: string;
}

function getClayConfig(): ClayEnvConfig {
  const env = process.env.NODE_ENV || 'development';

  const configs: Record<string, ClayEnvConfig> = {
    development: {
      webhookUrl: process.env.CLAY_WEBHOOK_URL_DEV!,
      maxRowsPerBatch: 10,          // Small batches to conserve credits
      delayBetweenRowsMs: 500,      // Slow, safe
      enableCRMSync: false,         // Never push dev data to real CRM
      tablePrefix: '[DEV]',
    },
    staging: {
      webhookUrl: process.env.CLAY_WEBHOOK_URL_STG!,
      maxRowsPerBatch: 100,
      delayBetweenRowsMs: 250,
      enableCRMSync: false,         // Use sandbox CRM if needed
      tablePrefix: '[STG]',
    },
    production: {
      webhookUrl: process.env.CLAY_WEBHOOK_URL!,
      apiKey: process.env.CLAY_API_KEY,
      maxRowsPerBatch: 1000,
      delayBetweenRowsMs: 100,
      enableCRMSync: true,
      tablePrefix: '',
    },
  };

  const config = configs[env];
  if (!config) throw new Error(`Unknown environment: ${env}`);
  if (!config.webhookUrl) throw new Error(`CLAY_WEBHOOK_URL not set for ${env}`);

  return config;
}