Unify

Official product documentation for Unify

Docs

• Optimizing your email outreach: Best practices for writing email copy and optimizing deliverability.
• Booking meetings with Plays: Best practices for using Unify Plays to book meetings from intent signals.
• Writing AI prompts: Best practices for writing prompts for AI in Unify.
• Custom events: Send a "track" event.
• Identify events: Send an "identify" event.
• Unify Analytics API: Send website and product analytics data into the Unify platform.
• Page events: Send a "page" event.
• Create option
• Delete option
• Get option
• List options
• Update option
• Create attribute
• Delete attribute
• Get attribute
• List attributes
• Update attribute
• Create object
• Delete object
• Get object
• List objects
• Update object
• Unify Data API: Interact with Unify objects, attributes, and records.
• Create record: Create a new record.
• Delete record: Delete a record by ID.
• Find unique record: Find a specific record based on unique values.
• Get record: Retrieve a specific record by ID.
• Update record: Update an existing record by ID.
• Upsert record: Create or update a record based on unique values.
• Connecting your data: Choose the right approach to get your data into Unify.
• Sync data from Fivetran: Learn how to connect upstream data sources to Unify via Fivetran.
• Sync data from Hightouch: Learn how to connect upstream data sources to Unify via Hightouch.
• Connect data systems to Unify: Sync databases, data warehouses, data lakes, and more into Unify.
• Connect product usage data to Unify: Send web application and software usage data into Unify.
• Set up the Unify Intent client: Send product usage and events directly into Unify with the native SDK.
• Capture user interactions: Track in‑app user activity with the Unify Intent client.
• Capture user logins: Identify users when they sign in to your application.
• Request data with the Bulk API: Use the Bulk API to request large Sequence datasets from Unify.
• Send records from Clay sheet: Learn how to send records from a Clay sheet into Unify via webhook.
• Import data from a CSV: Upload data from a CSV file or spreadsheet into Unify.
• Send records via API: Send data from external tools and systems via API.
• Capture button clicks: Record button clicks and other interactions with the Unify Intent client.
• Capture form fills: Record form submissions with the Unify Intent client.
• Connect website traffic to Unify: Send website visitors, sessions, and events into Unify.
• Set up the Unify Intent client: Send website events directly into Unify with the native SDK.
• Install JavaScript package: Install the Unify Intent client in a frontend web application framework.
• Unify Intent Client: Send website and product events directly into Unify with the native SDK.
• Install React package: Install the Unify Intent client in a React app.
• Usage guide: Learn how to send events using the Unify Intent Client.
• Website tag: Set up the Unify Intent client on a marketing website.
• Unify for Developers: Build on top of Unify's powerful data platform and best-in-class APIs.
• Unify Python library: Install and use the official Unify Python library.
• Unify TypeScript library: Install and use the official Unify TypeScript library.
• Setup guide: Complete a few recommended steps to get Unify up and running.
• Welcome to Unify: This is the official Unify product guide.
• Always-on AI research: Learn about how AI Research works
• Building an agent: Create powerful research agents in minutes.
• Agents in Unify: Learn what Unify Agents are and how to use them.
• HubSpot: Run the Unify Chrome extension in HubSpot.
• Introduction: Get started with the Unify Chrome extension.
• Salesforce: Run the Unify Chrome extension in Salesforce.
• Browsing the Web: Run the Unify Chrome extension on other websites.
• Domain Configuration: Set up domain names for Unify-managed mailboxes.
• Mailbox Configuration: Provision Unify-managed mailboxes for your team to send from.
• Mailbox operations: Manage mailbox owners, reply forwarding, send limits, warmup, backlog, and recipient eligibility.
• Managed Deliverability: Safeguard your deliverability while sending emails at scale.
• Glossary: Figure out what terms mean and where to learn more about them.
• 6sense integration guide: Use your existing subscription to identify website visitors.
• Clearbit integration guide: Use your existing subscription to identify website visitors.
• Demandbase integration guide: Identify website visitors with Demandbase and other providers.
• G2 integration guide: Revealing anonymous visitors on your G2 profile.
• Gmail integration guide: This guide outlines how start sending and receiving emails via Gmail in Unify.
• Google Tag Manager integration guide: This guide outlines how to install the Unify website tag using Google Tag Manager.
• How bidirectional syncs work: An in-depth explanation of how syncs work between HubSpot and Unify.
• Configure default values: Learn how to set default values writing to HubSpot.
• Field mappings: Understand how to configure and use HubSpot field mappings in Unify.
• HubSpot integration guide: This guide outlines how to connect your HubSpot CRM to Unify.
• Property options: Find the options for a property in HubSpot.
• Running Call Campaigns with Nooks: Launch and manage effective call campaigns using Nooks with your CRM integration.
• Nooks HubSpot Setup: Configure Nooks integration with HubSpot for seamless call task management.
• Nooks integration overview: Learn how to integrate Nooks with your CRM for seamless call campaign management.
• Nooks Salesforce setup: Configure Nooks integration with Salesforce for call task synchronization.
• Running Call Campaigns with Orum: Launch and manage effective call campaigns using Orum with your CRM integration.
• Orum HubSpot Setup: Configure Orum integration with HubSpot for seamless call task management.
• Orum integration overview: Learn how to integrate Orum with your CRM for seamless call campaign management.
• Orum Salesforce Setup: Configure Orum integration with Salesforce for call task synchronization.
• Integration guides: Explore the external tools and systems Unify integrates natively with.
• PostHog integration guide: Send PostHog events into Unify.
• How bidirectional syncs work: An in-depth explanation of how syncs work between Salesforce and Unify.
• Bulk update records: Use Salesforce reports to quickly update many records in Salesforce.
• Configure default values: Learn how to set default values writing to Salesforce.
• Field mappings: Understand how to configure and use Salesforce field mappings in Unify.
• Toggle lead assignment rules in Salesforce: Troubleshoot a common bug in Salesforce related to lead assignment rules.
• Salesforce integration guide: This guide outlines how to connect your Salesforce instance to Unify.
• Required permissions and settings: Ensure your Salesforce user has the required permissions for Unify.
• Segment integration guide: Send Segment events into Unify.
• Slack integration guide: This guide details the process of integrating Unify with your Slack workspace.
• Authentication options: Learn about the login methods available for your organization in Unify.
• Unify credit system: Learn how credits work in Unify.
• Organization settings: Configure your organization within Unify.
• User management: Invite users and set their roles directly in Unify.
• Notifications in Unify: Stay on top of important updates with multi-channel notifications.
• Notification preferences: Set how you want to be notified for updates and activities on Unify.
• Reference guide: Bring your most creative go-to-market ideas to life with Unify.
• Play actions: Actions are the building blocks of Unify Plays.
• Building a Play: Learn the fundamentals of creating Plays in Unify.
• Unify Plays: Learn what Unify Plays are and how to use them.
• Play settings: Configure individual Plays with settings and options.
• Play triggers: Triggers represent the events and data sources that a Play runs on.
• Sequence enrollments: Understand how Sequence enrollments work.
• Unify Sequences: Learn what Unify Sequences are and how to use them.
• Sequence personalization: Learn how to personalize Sequence emails and tasks.
• Smart snippets: Personalize your outreach with AI-powered email copy generation.
• Template variables: Use template variables to personalize your emails.
• Sequence replies: View and manage replies from prospects in your Sequences.
• Creating a custom send schedule: Learn how to configure Custom Send Schedules for Sequences.
• Custom send schedules overview: Learn what Custom Send Schedules are and how they control automated email sending within Sequences in Unify.
• Using a custom send schedule: Learn how to view and apply Custom Send Schedules for Sequences.
• Sequence step types: Learn what each Sequence step type does and when to use it.
• Champion tracking: Automatically track your champions and take action on them.
• Lookalike companies: Find companies similar to your most successful customers.
• New hire tracking: Automatically track new hires at companies and take action.
• Signals in Unify: Learn what data signals are and how to use them.
• Website visitor intent: Start revealing the companies and people visiting your website.
• How to create a Play: Learn the fundamentals and build a Unify Play from start to finish.
• How to create an audience: Create dynamic lists of companies and people to view and act on.
• How to create an exclusion: Prevent Unify from taking action on specific companies or people.
• How to receive Slack alerts: Receive real-time Slack alerts when companies or people enter an audience.
• How to define personas: Create personas to prospect and reach out to your ideal buyers.
• Getting intent data into Unify: Connect your website or product to send visitor intent data into Unify.
• Understanding intent data: Learn how website and product intent data powers smarter outbound in Unify.

OpenAPI Specs

• openapi