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How to create default folders for new clients in Copilot using Zapier
Allene Norton
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0 step
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4 minutes
Zapier
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Go to [zapier.com](http://zapier.com), log into your account, and create a new Zap.
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Click "Create"
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Click "New Zap"
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Click here.
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Client Created" for new clients, and "Company Created" for new companies
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Click "Continue"
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Click "Sign in"
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Click the "API Key" field.
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Click "Yes, Continue to Copilot"
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Click "Continue"
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Click "Test trigger"
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Select a test client in the list, either your own or a sample client we provide. Click "Continue with selected record"
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You'll need to create an action, you will automatically be brought to the create screen. Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a File Channel"
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Click "Continue"
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