Freshservice New Custom Record to Clari Copilot Create a Deal

Freshservice
Clari Copilot

How this workflow works

Step 1

New Custom RecordFreshservice

Polls for newly created records in the selected Freshservice Custom Object.

Step 2

Create a DealClari Copilot

Creates a new deal in Clari Copilot with all associated deal details.

Freshservice

New Custom Record

Freshservice

Trigger
Clari Copilot

Create a Deal

Clari Copilot

Action

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Freshservice New Custom Record to Clari Copilot Create a Deal | Konnectify