Configure Clay across development, staging, and production environments.
Use when setting up multi-environment deployments, configuring per-environment secrets,
or implementing environment-specific Clay configurations.
Trigger with phrases like "clay environments", "clay staging",
"clay dev prod", "clay environment setup", "clay config by env".
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;
}
Step 3: Environment Variable Management
# .env.development
CLAY_WEBHOOK_URL_DEV=https://app.clay.com/api/v1/webhooks/dev-webhook-id
NODE_ENV=development
# .env.staging
CLAY_WEBHOOK_URL_STG=https://app.clay.com/api/v1/webhooks/stg-webhook-id
NODE_ENV=staging
# .env.production (never in git — use secrets manager)
CLAY_WEBHOOK_URL=https://app.clay.com/api/v1/webhooks/prod-webhook-id
CLAY_API_KEY=clay_ent_production_key
NODE_ENV=production
# GitHub Actions — per-environment secrets
gh secret set CLAY_WEBHOOK_URL_DEV --body "https://app.clay.com/api/v1/webhooks/dev-id"
gh secret set CLAY_WEBHOOK_URL_STG --body "https://app.clay.com/api/v1/webhooks/stg-id"
gh secret set CLAY_WEBHOOK_URL --body "https://app.clay.com/api/v1/webhooks/prod-id"
gh secret set CLAY_API_KEY --body "clay_ent_production_key"
Step 4: Startup Validation
// src/config/validate.ts — fail fast if config is wrong
import { z } from 'zod';
const ClayConfigSchema = z.object({
webhookUrl: z.string().url().startsWith('https://'),
apiKey: z.string().startsWith('clay_ent_').optional(),
maxRowsPerBatch: z.number().positive().max(10_000),
delayBetweenRowsMs: z.number().min(0),
enableCRMSync: z.boolean(),
tablePrefix: z.string(),
});
export function validateClayConfig(config: unknown) {
const result = ClayConfigSchema.safeParse(config);
if (!result.success) {
console.error('Clay configuration invalid:', result.error.format());
process.exit(1);
}
console.log(`Clay config validated for ${process.env.NODE_ENV}`);
return result.data;
}
Step 5: Environment-Aware Safety Guards
// src/clay/guards.ts — prevent production data in dev and vice versa
function safetyCheck(env: string, rowCount: number): void {
if (env === 'development' && rowCount > 50) {
throw new Error(`Dev environment: refusing to process ${rowCount} rows (max 50). Use staging or production.`);
}
if (env === 'staging' && rowCount > 1000) {
throw new Error(`Staging environment: refusing to process ${rowCount} rows (max 1000). Use production.`);
}
}
function preventCrossEnvData(env: string, crmPushEnabled: boolean): void {
if (env !== 'production' && crmPushEnabled) {
throw new Error(`CRM sync is disabled in ${env}. Only production can push to CRM.`);
}
}
