Assign Copilot forms to newly activated Copilot clients | Scribe

    Assign Copilot forms to newly activated Copilot clients

    • |
    • 25 steps |
    • 2 minutes
    1
    Create a new scenario in Make
    2
    Click "Copilot"
    3
    Click "Watch Activated Clients"
    4
    Click "Add" or "Create a webhook"
    5
    Name your webhook (optional) and click "Save"
    6
    Click "Copy address to clipboard"
    7
    In a new tab, go to your Copilot Dashboard
    8
    Click "Settings"
    9
    Click "API"
    10
    Click "New webhook"
    11
    Label your webhook in Copilot and paste the webhook URL from Make
    12
    Click the "Events to send" field.
    13
    Click "client.activated"
    14
    Click "Update"
    15
    Click "Confirm"
    16
    Click "OK"
    17
    Add a new module and select “Copilot”
    18
    Click "Request a Form Response"
    19
    Click here to enable you to select an existing form
    20
    Click the dropdown