How to update a client in Copilot after a contract is signed | Scribe

    How to update a client in Copilot after a contract is signed

    • Véronique Cadet |
    • 0 step |
    • 2 minutes
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "Copilot"
    Click "Watch Signed Contracts"
    Click "Add" or "Create a webhook"
    Name your Webhook
    Select or add your Copilot account then click "Save"
    Click "Copy address to clipboard"
    In a new tab go to the Copilot Dashboard
    Click "Settings"
    Click "API"
    Click "New webhook"
    Label the webhook and paste the webhook URL from Make into the Endpoint URL field
    Click the "Events to send" field.
    Click "contract.signed"
    Click "Update"
    Click "Confirm"
    Click "OK"
    Add a new module and select “Copilot”
    Click "Retrieve a Client"
    Click here.
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