Upload files to company file channels in Copilot when envelopes are sent or completed in Docusign | Scribe

    Upload files to company file channels in Copilot when envelopes are sent or completed in Docusign

    • Véronique Cadet |
    • 0 step |
    • 4 minutes
    You must have a Business Pro account for DocuSign to use this automation. Please find information on how to connect a webhook[here](https://www.make.com/en/help/app/docusign).
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "DocuSign"
    Click "Watch Events"
    Click "Add"
    Click "Add"
    Click the "Connection name" field and make a name for the connection
    Click "Save"
    Double-click the "Webhook name" field and give your webhook a name
    Click "Save"
    Click "Copy address to clipboard" and follow the instruction on how to add the webhook in DocuSign [here](https://www.make.com/en/help/app/docusign).
    Click "OK"
    Now it's time to test the trigger by sending a test document on DocuSign and signing it as a your test client. Right-click here.
    Click "Run this module only"
    After signing the test document, back in Make you should see that the trigger ran successfully
    Add a new module, search, and then select “Copilot ”
    Click "List Clients"
    Click the dropdown and select your connection or click "Add" and your Copilot account
    Click here
    Click "data"
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