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New/Updated File Create a Contact
Monitor for new or updated files in an SFTP folder
SFTP New/Updated File to Clari Copilot [beta] Get an Account
How this workflow works
Step 1
New/Updated File•SFTP
Monitor for new or updated files in an SFTP folder
Step 2
Get an Account•Clari Copilot [beta]
Fetches detailed information about a specific account from Clari Copilot using the CRM ID.
New/Updated File
SFTP
Get an Account
Clari Copilot [beta]
Connect SFTP + Clari Copilot [beta] to Automate these Workflows
New/Updated File Get a Contact
Monitor for new or updated files in an SFTP folder
New/Updated File Update a Contact
Monitor for new or updated files in an SFTP folder
New/Updated File Delete a Contact
Monitor for new or updated files in an SFTP folder
New/Updated File Create an Account
Monitor for new or updated files in an SFTP folder
New/Updated File Get an Account
Monitor for new or updated files in an SFTP folder
New/Updated File Update an Account
Monitor for new or updated files in an SFTP folder
New/Updated File Delete an Account
Monitor for new or updated files in an SFTP folder
New/Updated File Create a Deal
Monitor for new or updated files in an SFTP folder
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