How to upload a signed contract from Copilot to a client file channel | Scribe

    How to upload a signed contract from Copilot to a client file channel

    • Véronique Cadet |
    • 44 steps |
    • 3 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
    Select or add your Copilot Account
    6
    Name your webhook
    7
    Click "Save"
    8
    Click "Copy address to clipboard"
    9
    In a new tab go to the Copilot Dashboard
    10
    Click "Settings"
    11
    Click "API"
    12
    Click "New webhook"
    13
    Label the webhook and paste the webhook URL from Make into the Endpoint URL field
    14
    Click the "Events to send" field.
    15
    Click "contract.signed"
    16
    Click "Update"
    17
    Click "Confirm"
    18
    Click "OK"
    19
    Now it's time to test the trigger by submitting the form as your test client. Right-click here
    20
    Click "Run this module only"