Epic systems Appointment created to Clari Copilot Create an Account

Epic systems
Clari Copilot

How this workflow works

Step 1

Appointment createdEpic systems

Polls appointments and triggers for each new appointment detected.

Step 2

Create an AccountClari Copilot

Creates a new account (company) in Clari Copilot to manage organization-level data.

Epic systems

Appointment created

Epic systems

Trigger
Clari Copilot

Create an Account

Clari Copilot

Action

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Epic systems Appointment created to Clari Copilot Create an Account | Konnectify