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 |
    • 33 steps |
    • 2 minutes
    1
    Create a new scenario in Make
    2
    Click the + button to add a trigger. Search for and select "Copilot"
    3
    Click "Watch Signed Contracts"
    4
    Click "Add" or "Create a webhook"
    5
    Name your Webhook
    6
    Select or add your Copilot account then click "Save"
    7
    Click "Copy address to clipboard"
    8
    In a new tab go to the Copilot Dashboard
    9
    Click "Settings"
    10
    Click "API"
    11
    Click "New webhook"
    12
    Label the webhook and paste the webhook URL from Make into the Endpoint URL field
    13
    Click the "Events to send" field.
    14
    Click "contract.signed"
    15
    Click "Update"
    16
    Click "Confirm"
    17
    Click "OK"
    18
    Add a new module and select “Copilot”
    19
    Click "Retrieve a Client"
    20
    Click here.