Halaxy [Beta] New Or Updated Patient to Clari Copilot Create a Deal

Halaxy [Beta]
Clari Copilot

How this workflow works

Step 1

New Or Updated PatientHalaxy [Beta]

This trigger fires whenever a Patient record is created or modified.

Step 2

Create a DealClari Copilot

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

Halaxy [Beta]

New Or Updated Patient

Halaxy [Beta]

Trigger
Clari Copilot

Create a Deal

Clari Copilot

Action

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