Overview

Clerk is an authentication and user management platform that helps teams manage sign-up, sign-in, and user profiles. Persona’s Clerk integration lets you pull user details from Clerk into Persona workflows so you can enrich investigations and downstream decisions with trusted identity context from your authentication system.

This is especially helpful for Fraud, Support, Risk, and Operations teams that want to quickly look up a user by known identifiers (like email address, phone number, or external ID) and route cases with better context—without manual copy/paste.

Benefits

Faster User Lookups: Search and filter Clerk users from within a Persona workflow so teams can quickly find the right user record when investigating an account or case.

Improved Investigation Context: Enrich Persona workflows with user profile details (for example, primary identifiers, linked accounts, and metadata) to support better reviews and decisions.

Reduced Manual Work: Automate identity context collection so reviewers spend less time switching tools and more time resolving cases.

Integration Features

The Clerk integration enables teams to enrich Persona workflows with user identity context from Clerk. Key capabilities include:

• List Users: Retrieve users from Clerk and map returned fields into Persona, enabling enrichment and decisioning in a single workflow.
• Flexible Search & Filtering: Find users using common identifiers (such as email address, phone number, username, external ID, and more) to match the right record quickly.
• Pagination & Sorting Controls: Control result size and ordering to support workflows that need the most recent users, incremental processing, or targeted reviews.

Setting up the Clerk integration

Prerequisites

To set up the Clerk integration, ensure you have:

• Admin access to your Clerk account
• Necessary API permissions to access Clerk credentials

Setting up the Clerk Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and select Clerk.
2. Click Add Credential.
3. Enter a credential nickname to help identify this connection.
4. In Clerk, locate your Secret Key under API Keys in the Clerk Dashboard.
5. Copy the Secret Key and paste it into the Clerk credential setup in Persona.
6. Click Continue (or Save) to create the credential, then click Test to confirm it’s working.

Using the Clerk integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new Action step and choose Integrations.
3. Select the Clerk integration and choose your saved Clerk credentials.
4. Choose the operation you want to run (for example, listing users) and map Persona data into the input fields (like email address or external ID filters).
5. Save and publish the workflow.

Clerk Operations Overview

In addition to syncing field values, Persona can search for users, filter users by identifiers, and retrieve user lists using Clerk’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Clerk integration:

List Users Workflow Action Step

Use this action to retrieve a list of users from Clerk for enrichment, review routing, or matching a Persona Account/Case to an existing user record. You can narrow results using identifiers (like email address or external ID), keyword-style search, and time-based filters—so workflows can find the right users without requiring an exact match upfront.

Configuration Steps:

• Provide values for required fields:
  • None
• Optionally add:
  • One or more user filters (for example, Email Address, Phone Number, Username, External ID, User ID, Organization ID, or Web3 Wallet)
  • A general-purpose search query (to match across multiple user attributes)
  • Partial-match search inputs (for example, partial email/phone/username/name matching)
  • Status and time filters (for example, banned status; created, last active, or last sign-in time windows)
  • Pagination (limit/offset) and ordering preferences (to control the number and sort order of users returned)

FAQs

What Clerk data can I use in Persona workflows?

You can use Clerk user profile information and identifiers (such as email address, phone number, username), along with other user context Clerk exposes (including linked external accounts and metadata), as workflow inputs or mapped outputs—depending on what you choose to include in your workflow.

Can I find a user if I don’t know their exact email address or phone number?

Yes. Clerk supports query-based and partial-match search options (for example, searching by partial email, phone number, username, or name), which you can use to narrow down results and then map the returned user data into Persona.

How do pagination and sorting work for List Users?

Clerk lets you limit the number of users returned and paginate through results using an offset, and you can also control the sort order (for example, ordering by creation date). This is useful for workflows that need to process users in batches or prioritize the most recent accounts.

Does the Clerk integration write data back to Clerk?

No. The current Clerk integration is designed to retrieve user data from Clerk for enrichment and workflow decisioning in Persona.