How to send a message to a client in Copilot after a contract is signed | Scribe

    How to send a message to a client in Copilot after a contract is signed

    • Véronique Cadet |
    • 38 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 Signed Contracts"
    4
    Click "Add" or "Create a webhook"
    5
    Click the "Webhook name" field and name your webhook
    6
    Select or add your Copilot Account
    7
    Click "Save"
    8
    Click "Copy address to clipboard"
    9
    In a new tab go to the Copilot Dashboard
    10
    Click "Settings"
    11
    Click "API"
    12
    Click "New webhook"
    13
    Label the webhook and paste the webhook URL from Make into the Endpoint URL field
    14
    Click the "Events to send" field
    15
    Click "contract.signed"
    16
    Click "Update"
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    Click "Confirm"
    18
    Click "OK"
    19
    Now it's time to test the trigger by submitting the form as your test client. Right-click here
    20
    Click "Run this module only"