How to send a message from a client in Copilot to Slack
Véronique Cadet
|
50 steps
|
3 minutes
Slack
Make
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Copilot"
3
Click "Watch Sent Messages"
4
Click "Add" or "Create a webhook"
5
Name your webhook then select or add your Copilot Account
6
Click "Save"
7
Click "Copy address to clipboard"
8
In a new tab go to the Copilot Dashboard
9
Click "Settings"
10
Click "API"
11
Click "New webhook"
12
Label the webhook and paste the webhook URL from Make into the Endpoint URL field
13
Click the "Events to send" field
14
Click "message.sent"
15
Click "Update"
16
Click "Confirm"
17
Click "OK"
18
Now it's time to test the trigger by submitting the form as your test client. Right-click here
19
Click "Run this module only"
20
Go to your client test portal and send a message as your test client