CLAIRE Copilot for Application Integration

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Example: Find contacts in ServiceNow and generate leads in Marketo

You want to find contacts in ServiceNow and create leads in Marketo.

To do this, let's create a process in

CLAIRE Copilot

On the

Home

page, open

CLAIRE Copilot

In the prompt text box, type

Create a process to find contacts in ServiceNow and create leads in Marketo

A list of objects available for ServiceNow appears.

Type the name of the object that you want to synchronize from ServiceNow. In this example, let's type

on_call_user_contact_preference

CLAIRE Copilot

lists the objects available for Marketo in your organization with the following statement:

Please choose an object to sync from Marketo: Leads, Activity New Lead.

Type the name of the object that you want to synchronize from Marketo. In this example, let's type

Activity New Lead

A list of frequently used ServiceNow connections appears.

Type the number of the ServiceNow connection that you want to use. In this example, let's type

If the connection isn't listed, you can type the name of a valid ServiceNow connection. Specify an existing connection that you've previously tested.

A list of frequently used Marketo connections appears.

Type the number of the Marketo connection that you want to use. In this example, let's type

If the connection isn't listed, you can type the name of a valid Marketo connection. Specify an existing connection that you've previously tested.

CLAIRE Copilot

replies with the following statement:

"Create a process to query on_call_user_contact_preference in ServiceNow and create Activity New Lead in Marketo (ServiceNow<=> Marketo)". 
The following connection(s) and object(s) are used:
* ServiceNow:
	* Connections:
		* SN
	* Objects:
		* on_call_user_contact_preference
* Marketo:
	* Connections:
		* marketo
	* Objects:
		* Activity New Lead
The process is ready. Would you like to create it?

To create the process, click

Yes

The process is generated and opens in the Process Designer, as shown in the following image: