SalesBuildr New Quote Created to Clari Copilot Update an Account

SalesBuildr
Clari Copilot

How this workflow works

Step 1

New Quote CreatedSalesBuildr

Polls the SalesBuildr API to detect newly created quotes since the last run.

Step 2

Update an AccountClari Copilot

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

SalesBuildr

New Quote Created

SalesBuildr

Trigger
Clari Copilot

Update an Account

Clari Copilot

Action

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