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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).
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Create a new scenario in Make
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Click the + button to add a trigger. Search for and select "DocuSign"
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Click "Watch Events"
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Click "Add"
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Click "Add"
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Click the "Connection name" field and make a name for the connection
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Click "Save"
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Double-click the "Webhook name" field and give your webhook a name
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Click "Save"
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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).
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Click "OK"
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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.
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Click "Run this module only"
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After signing the test document, back in Make you should see that the trigger ran successfully
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Add a new module, search, and then select “Copilot ”
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Click "List Clients"
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Click the dropdown and select your connection or click "Add" and your Copilot account
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Click here
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Click "data"
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