How to send a message to a client in Copilot after a contract is signed
Véronique Cadet
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44 steps
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2 minutes
Zapier
Copilot
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap
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Click here
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Click the "Search…" field
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Contract Signed"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one
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Click "Continue"
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Click "Test trigger"
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Click "Continue with selected record"
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Click the "Search…" field
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Type "Copilot"
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Click "Copilot"
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Click the "\*EventRequired" field
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Click "Find a Message Channel"
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Click "Continue"
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Click "Continue"
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Click "Choose value…"