How to create default folders for new clients in Copilot using Zapier | Scribe

    How to create default folders for new clients in Copilot using Zapier

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    • 71 steps |
    • 4 minutes
    1
    Go to [zapier.com](http://zapier.com), log into your account, and create a new Zap.
    2
    Click "Create"
    3
    Click "New Zap"
    4
    Click here.
    5
    Type "Copilot"
    6
    Click "Copilot"
    7
    Click the "*EventRequired" field.
    8
    Click "Client Created" for new clients, and "Company Created" for new companies
    9
    Click "Continue"
    10
    Click "Sign in"
    11
    Click the "API Key" field.
    12
    Click "Yes, Continue to Copilot"
    13
    Click "Continue"
    14
    Click "Test trigger"
    15
    Select a test client in the list, either your own or a sample client we provide. Click "Continue with selected record"
    16
    You'll need to create an action, you will automatically be brought to the create screen. Type "Copilot"
    17
    Click "Copilot"
    18
    Click the "*EventRequired" field.
    19
    Click "Find a File Channel"
    20
    Click "Continue"