X (Beta) New Mention to Clari Copilot Create a Deal

X (Beta)
Clari Copilot

How this workflow works

Step 1

New Mention•X (Beta)

Triggers for new mentions on a user

Step 2

Create a Deal•Clari Copilot

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

X (Beta)

New Mention

X (Beta)

Trigger
Clari Copilot

Create a Deal

Clari Copilot

Action

Connect X (Beta) + Clari Copilot to Automate these Workflows

X (Beta)
Clari Copilot

New Mention Create a Contact

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Get a Contact

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Update a Contact

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Delete a Contact

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Create an Account

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Get an Account

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Update an Account

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Delete an Account

Triggers for new mentions on a user

X (Beta)
Clari Copilot

New Mention Create a Deal

Triggers for new mentions on a user

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