Create clients in Copilot from new Jotform submissions | Scribe

    Create clients in Copilot from new Jotform submissions

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    • 0 steps |
    • 2 minutes
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "Jotform"
    Click "Watch for Submissions"
    Click "Create a webhook" or "Add"
    Click "Create a connection" if no connection to Jotform has been set in Make
    Go to [jotform.com](http://jotform.com) and log in
    Click your avatar in the top-right
    Click "Settings"
    Click "API"
    Click "Create New Key"
    Click this dropdown and set to "Full Access"
    Copy the API key
    Back in Make, click the "API Key" field and paste the Jotform API key
    Click "Save"
    Click the dropdown
    Select the form you'd like to use to create clients in Copilot.
    The Jotform must have the required fields to create a client: first name, last name, and email
    Click "Save"
    Click "OK"
    Add a new module and search for “Copilot”
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