Epic systems [beta] Appointment created to Clari Copilot [beta] Update an Account

Epic systems [beta]
Clari Copilot [beta]

How this workflow works

Step 1

Appointment createdEpic systems [beta]

Polls appointments and triggers for each new appointment detected.

Step 2

Update an AccountClari Copilot [beta]

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

Epic systems [beta]

Appointment created

Epic systems [beta]

Trigger
Clari Copilot [beta]

Update an Account

Clari Copilot [beta]

Action

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