How to send a message from a client in Copilot to Slack
- Véronique Cadet |
- 49 steps |
- 6 minutes
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap
2
Click here
3
Click the "Search…" field
4
Type "Copilot"
5
Click "Copilot"
6
Click the "\*EventRequired" field
7
Click "Message Sent"
8
Click "Continue"
9
Click "Choose" to select your connected Copilot account, or connect a new one
10
Click "Continue"
11
Click "Test trigger"
12
Click "Continue with selected record"
13
Click the "Search…" field and search for Copilot
14
Click "Copilot"
15
Click the "\*EventRequired" field
16
Click "Find a Client"
17
Click "Continue"
18
Click "Continue"
19
Click here
20
Click "Sender ID"
