Microsoft Excel New Row (OneDrive) to Clari Copilot Update 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

Update an AccountClari Copilot

Updates an existing account (company) in Clari Copilot with the latest details.

Microsoft Excel

New Row (OneDrive)

Microsoft Excel

Trigger
Clari Copilot

Update an Account

Clari Copilot

Action

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Microsoft Excel New Row (OneDrive) to Clari Copilot Update an Account | Konnectify