Microsoft Excel New Row (OneDrive) to Clari Copilot Get an Account

Microsoft Excel
Clari Copilot

How this workflow works

Step 1

New Row (OneDrive)Microsoft Excel

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Step 2

Get an AccountClari Copilot

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

Microsoft Excel

New Row (OneDrive)

Microsoft Excel

Trigger
Clari Copilot

Get an Account

Clari Copilot

Action

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