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Record Created In Custom Module Create a Contact
This trigger fires when a new record is created in Salesforce under the selected module
Salesforce Record Created In Custom Module to Clari Copilot [beta] Create a Deal
How this workflow works
Step 1
Record Created In Custom Module•Salesforce
This trigger fires when a new record is created in Salesforce under the selected module
Step 2
Create a Deal•Clari Copilot [beta]
Creates a new deal in Clari Copilot with all associated deal details.
Record Created In Custom Module
Salesforce
Create a Deal
Clari Copilot [beta]
Connect Salesforce + Clari Copilot [beta] to Automate these Workflows
Record Created In Custom Module Get a Contact
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Update a Contact
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Delete a Contact
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Create an Account
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Get an Account
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Update an Account
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Delete an Account
This trigger fires when a new record is created in Salesforce under the selected module
Record Created In Custom Module Create a Deal
This trigger fires when a new record is created in Salesforce under the selected module
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