How to send a message to a client in Copilot after a contract is signed
Véronique Cadet
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38 steps
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3 minutes
Copilot
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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 Signed Contracts"
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Click "Add" or "Create a webhook"
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Click the "Webhook name" field and name your webhook
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Select or add your Copilot Account
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Click "Save"
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Click "Copy address to clipboard"
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In a new tab go to the 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 the webhook and paste the webhook URL from Make into the Endpoint URL field
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Click the "Events to send" field
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Click "contract.signed"
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Click "Update"
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Click "Confirm"
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Click "OK"
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Now it's time to test the trigger by submitting the form as your test client. Right-click here
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Click "Run this module only"