How to create records in Airtable for new Copilot clients | Scribe

    How to create records in Airtable for new Copilot clients

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