Dotloop New Loop Event(Instant) to Clari Copilot [beta] Update an Account

Dotloop
Clari Copilot [beta]

How this workflow works

Step 1

New Loop Event(Instant)Dotloop

Triggers instantly when a loop is created/updated in DotLoop

Step 2

Update an AccountClari Copilot [beta]

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

Dotloop

New Loop Event(Instant)

Dotloop

Trigger
Clari Copilot [beta]

Update an Account

Clari Copilot [beta]

Action

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