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How to send a contract after a client is created in Copilot
Véronique Cadet
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0 step
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2 minutes
Copilot
Zapier
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Navigate to your Zapier dashboard and click + Create to start creating your Zap.
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Click "Trigger"
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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 "Client Created"
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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 "Create Contract"
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Click "Continue"
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Click "Continue"
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Click "Contract Template ID"
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