How to upload files to company file channels in Copilot when documents are completed in PandaDoc | Scribe

    How to upload files to company file channels in Copilot when documents are completed in PandaDoc

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    • 0 step |
    • 4 minutes
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click the "Search…" field.
    Type "PandaDoc"
    Click "PandaDoc"
    Click the "*EventRequired" field.
    Click "Document Completed"
    Click "Continue"
    Click "Choose" to select your connected PandaDoc account, or connect a new one.
    Click "Continue"
    Click "Test trigger"
    Click "Continue"
    Type "Copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Find a Client"
    Click "Continue"
    Click "Choose" to select your connected Copilot account, or connect a new one.
    Click "Continue"
    Click here.
    Click "Recipients Email"
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