1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "Docusign"
4
Click "DocuSign"
5
Click here.
6
Click "Envelope Sent or Completed"
7
Click "Continue"
8
Click "Choose" to choose your connected Docusign account or connect a new one.
9
Click "Continue"
10
Click "Continue"
11
Click "Test trigger"
12
Click "Continue"
13
Click the "Search…" field.
14
Type "Copilot"
15
Click "Copilot"
16
Click the "Event" field.
17
Click "Find a Client"
18
Click "Continue"
19
Click "Choose" to select your connected Copilot account or connect a new one.
20
Click "Continue"
