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

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

    • Véronique Cadet |
    • 49 steps |
    • 4 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"
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    Click "OK"
    18
    Now it's time to test the trigger by submitting the form as your test client. Right-click here
    19
    Click "Run this module only"
    20
    In your Copilot Dashboard, assign a contract for this trigger to your test client and sign in