1
Go to your Zapier dashboard and click "+ Create".
2
Click "Trigger".
3
Search for "Copilot" and select "Copilot".
4
Click the "Event" field.
5
Click "Message Sent"
6
Click "Continue"
7
Click "Continue"
8
Click "Test trigger"
9
Click "Continue with selected record"
10
The modal to add the Action step will automatically appear. Type "Copilot" and select "Copilot".
11
Click the "Event" field.
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Click "Find a Client"
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Click "Continue"
14
Click "Continue"
15
Click here.
16
Click "Sender ID"
17
Click "Continue"
18
Click "Skip test". Zapier provides a sample client for this Zap, and this step will fail since the sample client will not exist in your portal. This will work after publishing and you can test using your test client.
19
Click "Skip test"
20
Click this icon.
