How to upload files to client file channels in Copilot when envelopes are sent or completed in Docusign
- Allene Norton |
- 58 steps |
- 4 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "Docusign"
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Click "DocuSign"
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Click the "*EventRequired" field.
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Click "Envelope Sent or Completed"
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Click "Continue"
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Click "Choose" to select your connected Docusign account, or connect a new one.
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Click "Continue"
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Click the "Search…" field.
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Type "Copillot"
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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.
20
Click "Continue"
