How to use Zapier to automate form assignment to newly activated Copilot clients | Scribe

    How to use Zapier to automate form assignment to newly activated Copilot clients

    • |
    • 0 step |
    • 2 minutes
    Got to your Zapier dashboard and click "+ Create Zap"
    Click the "Search…" field.
    Type "Copilot"
    Click "Latest"
    Click here.
    Click "Client Activated"
    Click "Continue"
    Click "Choose" to choose your connected Copilot account. If you don't already have your Copilot account connected to Zapier, you can connect it here. See this article to learn how to generate your API key: [https://support.copilot.com/hc/en-us/articles/16199458394395-How-do-I-create-my-API-key-](https://support.copilot.com/hc/en-us/articles/16199458394395-How-do-I-create-my-API-key-)
    Click "Continue"
    Click here.
    Click "Test trigger"
    Click "Continue with selected record"
    Type "Copilot"
    Click "Copilot"
    Click here.
    Click "Request Form Responses"
    Click "Continue"
    Click "Continue"
    Click "Choose value…"
    Click "Custom"
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe