Microsoft Excel New Row (OneDrive) to Clari Copilot [beta] Get a Contact

Microsoft Excel
Clari Copilot [beta]

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 a ContactClari Copilot [beta]

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

Microsoft Excel

New Row (OneDrive)

Microsoft Excel

Trigger
Clari Copilot [beta]

Get a Contact

Clari Copilot [beta]

Action

Your pipeline isn't going to build itself

Deploy your first AI agent today — free, no credit card required. See results in your first session.

14-day free trial · Setup under 30 min · Cancel anytime