How to send a contract after a client is created in Copilot | Scribe

    How to send a contract after a client is created in Copilot

    • Véronique Cadet |
    • 26 steps |
    • 57 seconds
    1
    Create a new scenario in Make
    2
    Click the + button to add a trigger. Search for and select "Copilot"
    3
    Click "Watch Created ClientsINSTANTACID"
    4
    Click "Add" or "Create a webhook"
    5
    Name your webhook (optional) and click "Save"
    6
    Click "Copy address to clipboard"
    7
    In a new tab, go to your Copilot Dashboard
    8
    Click "Settings"
    9
    Click "API"
    10
    Click "New webhook"
    11
    Label your webhook in Copilot and paste the webhook URL from Make
    12
    Click the "Events to send" field
    13
    Click "client.created"
    14
    Click "Update"
    15
    Click "Confirm"
    16
    Click "OK"
    17
    Add a new module and select “Copilot”
    18
    Click "Send a Contract"
    19
    Click here
    20
    Click here to turn off mapping