How to upload files to client file channels in Copilot when envelopes are sent or completed in Docusign | Scribe

    How to upload files to client file channels in Copilot when envelopes are sent or completed in Docusign

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    • 0 step |
    • 4 minutes
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click the "Search…" field.
    Type "Docusign"
    Click "DocuSign"
    Click the "*EventRequired" field.
    Click "Envelope Sent or Completed"
    Click "Continue"
    Click "Choose" to select your connected Docusign account, or connect a new one.
    Click "Continue"
    Click "Continue"
    Click "Test trigger"
    Click "Continue"
    Click the "Search…" field.
    Type "Copillot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Find a Client"
    Click "Continue"
    Click "Choose" to select your connected Copilot account, or connect a new one.
    Click "Continue"
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