How to send channel messages in Slack when new clients are activated in Copilot | Scribe

    How to send channel messages in Slack when new clients are activated in Copilot

    • Véronique Cadet |
    • 27 steps |
    • 2 minutes
    1
    Go to Zapier and create a new Zap
    2
    Click here.
    3
    Click the "Search…" field.
    4
    Type "Copilot"
    5
    Click "Copilot"
    6
    Click the "*EventRequired" field.
    7
    Click "Client Activated"
    8
    Click "Continue"
    9
    Click "Choose" to select your Copilot account, or connect a new one
    10
    Click "Continue"
    11
    Click "Test trigger"
    12
    Click "Continue with selected record"
    13
    Click the "Search…" field.
    14
    Type "Slack"
    15
    Click "Slack"
    16
    Click the "*EventRequired" field.
    17
    Click "Send Channel Message"
    18
    Click "Continue"
    19
    Pick or add your Slack account and click "Continue"
    20
    Click "Channel"