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