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

    • Véronique Cadet |
    • 0 step |
    • 3 minutes
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "PandaDoc"
    Click "Watch Documents"
    Click "Add"
    Click "Add"
    Click the "Connection name" field and name your connection
    Click "Save"
    A popup will appear. Click "Authorize"
    Click the "Webhook Name" field and name your webhook
    Click "Select All"
    Click "Recipient Completed"
    Click "Save"
    Click "OK"
    Now it's time to test the trigger by sending a test document on PandaDoc and signing it as a your test client. Right-click here.
    Click "Run this module only"
    After signing the test document, back in Make you should see that the trigger ran successfully
    Add a new module, search, and then select “Copilot ”
    Click "List Clients"
    Click the dropdown and select your connection or click "Add" and connect your Copilot account
    Click here
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