Microsoft Excel New Row (OneDrive) to Clari Copilot [beta] Create a Deal

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

Create a Deal•Clari Copilot [beta]

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

New Row (OneDrive)

Microsoft Excel

Trigger

Create a Deal

Clari Copilot [beta]

Action

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

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