How to upload files to client file channels in Copilot when documents are completed in PandaDoc | Scribe

    How to upload files to client file channels in Copilot when documents are completed in PandaDoc

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    • 3 minutes
      Navigate to your Zapier dashboard and click + Create to start creating your Zap.
      Click the "Search…" field.
      Type "PandaDoc"
      Click "PandaDoc"
      Click the "*EventRequired" field.
      Click "Document Completed"
      Click "Continue"
      Click "Choose" to select your connected PandaDoc account, or connect a new one.
      Click "Continue"
      Click "Test trigger"
      Click "Continue"
      Type "Copilot"
      Click "Copilot"
      Click the "*EventRequired" field.
      Click "Find a Client"
      Click "Continue"
      Click "Choose" to select your connected Copilot account, or connect a new one.
      Click "Continue"
      Click here.
      Click "Recipients Email"
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