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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
Create a new table in Clay with Webhook as source

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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
Copy Webhook URL and set response as JSON in Clay

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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
Add HTTP Request action in Surface Workflow Builder

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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).
Configure HTTP Request: URL, POST method, and JSON body
Press @ in the workflow builder and start typing to see available form fields you can use in the JSON body.

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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
Data from Surface appearing in Clay table

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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