![Clari Copilot [beta]](https://icons.asserts.konnectifyapp.co/prestaging/clari-1.0.0.svg){kind=icon}
New Quote Created Create a Contact
Polls the SalesBuildr API to detect newly created quotes since the last run.
SalesBuildr New Quote Created to Clari Copilot [beta] Create an Account
How this workflow works
Step 1
New Quote Created•SalesBuildr
Polls the SalesBuildr API to detect newly created quotes since the last run.
Step 2
Create an Account•Clari Copilot [beta]
Creates a new account (company) in Clari Copilot to manage organization-level data.
New Quote Created
SalesBuildr
Create an Account
Clari Copilot [beta]
Connect SalesBuildr + Clari Copilot [beta] to Automate these Workflows
New Quote Created Get a Contact
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Update a Contact
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Delete a Contact
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Create an Account
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Get an Account
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Update an Account
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Delete an Account
Polls the SalesBuildr API to detect newly created quotes since the last run.
New Quote Created Create a Deal
Polls the SalesBuildr API to detect newly created quotes since the last run.
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