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How to send a contract after a client is created in Copilot
Véronique Cadet
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0 step
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57 seconds
Copilot
Make
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Create a new scenario in Make
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Click the + button to add a trigger. Search for and select "Copilot"
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Click "Watch Created ClientsINSTANTACID"
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Click "Add" or "Create a webhook"
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Name your webhook (optional) and click "Save"
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Click "Copy address to clipboard"
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In a new tab, go to your 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 your webhook in Copilot and paste the webhook URL from Make
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Click the "Events to send" field
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Click "client.created"
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Click "Update"
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Click "Confirm"
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Click "OK"
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Add a new module and select “Copilot”
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Click "Send a Contract"
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Click here
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Click here to turn off mapping
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