docs(audiences): restructure Clay table section and rename Upsert/Update Audiences Record actions - #2291
Open
george-dilthey wants to merge 1 commit into
Open
Conversation
…udiences Record actions
Contributor
george-dilthey
marked this pull request as ready for review
August 26, 2026 14:51
This was referenced Aug 26, 2026
Open
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
What changed
Updated
docs/audiences.mdwith two related changes from the upstream Webflow delta:"Sending data from Clay table" section restructured. The old 3-step "Open table → Continue → Save to People/Companies" flow was replaced with a two-method framing: (a) a column action using
Upsert segment recordfor continuous writing as rows run, and (b) a one-time import wizard via Add data → Add source → Clay table. This matches the upstream change at https://university.clay.com/docs/audiences.Action names updated throughout.
Upsert Audiences Record→Upsert segment recordandUpdate Audiences Record→Update segment recordacross all occurrences in the file (section body, conflict resolution table, FAQs). These are the current display names as of the Aug 13, 2026 product-wide "audience → segment" terminology rollout.Why
Triggered by a Webflow
collection_item_publishedwebhook for https://university.clay.com/docs/audiences. The upstream page restructured the "Sending data from Clay table" section and the action rename was verified against the product code — the local doc was using stale names predating the Aug 13, 2026 rename.Source link(s)
/workspace/clay-base/libs/shared/src/ActionDefinitions.ts:251–254—displayName: 'Upsert segment record'(action keyupsert-audiences-record);:261–264—displayName: 'Update segment record'(action keyupdate-audiences-record)Uncertainties
None. The action renames are confirmed in code and the Slack announcement. Plan gating (Launch, Growth, Enterprise) matches what was already documented in the local file.
Related observations
libs/shared/src/audiences/sync-source-types.ts:45still shows'Upsert Audiences record'— this is the import source type label in Audiences settings (identifying where records came from), not the enrichment action picker name, and appears stale post-rename. Worth flagging to the product team but not a customer-facing docs change.Lookup in AudiencesandGet Audiences Activity— the verifier did not confirm these were renamed as part of the Aug 13 rollout, so those names are left unchanged.Closes DOC-2029