How to update a client in Copilot after a contract is signed | Scribe
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How to update a client in Copilot after a contract is signed
Véronique Cadet |
0 step |
2 minutes
Copilot
Zapier
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
Click here
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Click the "Search…" field.
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Type "Copilot"
Click "Copilot"
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Click the "*EventRequired" field.
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Click "Contract Signed"
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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"
Click "Copilot"
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Click the "*EventRequired" field.
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Click "Update Client"
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Click "Continue"
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Click "Continue"
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Click "Choose value…"
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