How to upload files to company file channels in Copilot when documents are completed in PandaDoc
- Allene Norton |
- 56 steps |
- 4 minutes
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "PandaDoc"
4
Click "PandaDoc"
5
Click the "*EventRequired" field.
6
Click "Document Completed"
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Click "Continue"
8
Click "Choose" to select your connected PandaDoc account, or connect a new one.
9
Click "Continue"
10
Click "Test trigger"
11
Click "Continue"
12
Type "Copilot"
13
Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a Client"
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Click "Continue"
17
Click "Choose" to select your connected Copilot account, or connect a new one.
18
Click "Continue"
19
Click here.
20
Click "Recipients Email"
