How to create records in Airtable for new Copilot clients
- Véronique Cadet |
- 28 steps |
- 2 minutes
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Copilot"
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Click "Watch Created Clients"
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Click "Add" or "Create a webhook"
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Name your webhook and then Click "Copy address to clipboard"
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Click "OK"
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In a new tab go to the Copilot Dashboard
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Click "Settings"
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Click "API"
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Click "New webhook"
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Label the webhook and paste the webhook URL from Make into the Endpoint URL field
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Click the "Events to send" field and select "client.created"
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Click "Update"
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Click "Confirm"
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Add a new module, search, and then select “Airtable”
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Click "Create a Record"
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Click "Add"
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Click the dropdown and select "Airtable OAuth"
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Click the "Connection name" field type the name you want and then click save
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If you are logged into Airtable a popup will appear. Click "Add a base" and select the base you would like
