How to upload files to client file channels in Copilot when envelopes are sent or completed in Docusign
This Zap will automate file uploads to client file channels in Copilot when envelopes are sent or completed in Docusign.
Allene Norton
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58 steps
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4 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
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Type "Docusign"
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Click "DocuSign"
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Click the "*EventRequired" field.
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Click "Envelope Sent or Completed"
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Click "Continue"
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Click "Choose" to select your connected Docusign account, or connect a new one.
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Click "Continue"
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Click the "Search…" field.
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Type "Copillot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a Client"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one.
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Click "Continue"