Microsoft Excel New Row (OneDrive) to Clari Copilot [beta] Get an Account

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

Get an Account•Clari Copilot [beta]

Fetches detailed information about a specific account from Clari Copilot using the CRM ID.

New Row (OneDrive)

Microsoft Excel

Trigger

Get an Account

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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