Attention New Conversation to Clari Copilot Get an Account

Attention
Clari Copilot

How this workflow works

Step 1

New ConversationAttention

Polls the optimized conversation list endpoint and uses attributes.createdAt.

Step 2

Get an AccountClari Copilot

Fetches detailed information about a specific account from Clari Copilot using the CRM ID.

Attention

New Conversation

Attention

Trigger
Clari Copilot

Get an Account

Clari Copilot

Action

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