How to send a contract after a form is completed in Copilot | Scribe

    How to send a contract after a form is completed in Copilot

    • Véronique Cadet |
    • 32 steps |
    • 3 minutes
    1
    Create a new scenario in Make
    2
    Click the + button to add a trigger. Search for and select "Copilot"
    3
    Click "Watch Completed Forms"
    4
    Click "Add" or "Create a webhook"
    5
    Select or add your Copilot account
    6
    Click here
    7
    Select the form you want to watch
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    Click "Save"
    9
    Click "Copy address to clipboard"
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    In a new tab go to the Copilot Dashboard
    11
    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
    15
    Click the "Events to send" field
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    Click "form_response.completed"
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    Click "Update"
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    Click "Confirm"
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    Click "OK"
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    Now it's time to test the trigger by submitting the form as your test client. Right-click here