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How to send channel messages in Slack when new clients are created in Copilot
Véronique Cadet
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0 step
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2 minutes
Slack
Copilot
Zapier
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Go to Zapier and create a new 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 latest"
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Click the "*EventRequired" field.
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Click "Client Created"
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Click "Continue"
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Click "Choose" to select your 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 "Slack"
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Click "Slack"
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Click the "*EventRequired" field.
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Click "Send Channel Message"
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Click "Continue"
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Pick or add your Slack account and click "Continue"
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Click "Channel"
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