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 |
    • 0 step |
    • 2 minutes
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click "Trigger"
    Click the "Search…" field.
    Type "Copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Client Created"
    Click "Continue"
    Click "Choose" to select your connected Copilot account, or connect a new one.
    Click "Continue"
    Click "Test trigger"
    Click "Continue with selected record"
    Click the "Search…" field.
    Type "Copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Create Contract"
    Click "Continue"
    Click "Continue"
    Click "Contract Template ID"
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