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
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click here
    Click the "Search…" field.
    Type "Copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Contract Signed"
    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 "Update Client"
    Click "Continue"
    Click "Continue"
    Click "Choose value…"
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