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

    How to send a contract after a client is created in Copilot

    • Véronique Cadet |
    • 27 steps |
    • 2 minutes
    1
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    2
    Click "Trigger"
    3
    Click the "Search…" field.
    4
    Type "Copilot"
    5
    Click "Copilot"
    6
    Click the "*EventRequired" field.
    7
    Click "Client Created"
    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.
    14
    Type "Copilot"
    15
    Click "Copilot"
    16
    Click the "*EventRequired" field.
    17
    Click "Create Contract"
    18
    Click "Continue"
    19
    Click "Continue"
    20
    Click "Contract Template ID"