How to upload files to client file channels in Copilot when documents are completed in PandaDoc
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- 54 steps |
- 3 minutes
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "PandaDoc"
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Click "PandaDoc"
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Click the "*EventRequired" field.
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Click "Document Completed"
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Click "Continue"
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Click "Choose" to select your connected PandaDoc account, or connect a new one.
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a Client"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one.
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Click "Continue"
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Click here.
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Click "Recipients Email"
