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How to upload files to client file channels in Copilot when documents are completed in PandaDoc
This Zap will allow you to automate syncing signed PandaDoc documents to client file channels in Copilot.
Allene Norton
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0 step
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3 minutes
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
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Click the "Search…" field.
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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"
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