1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "Jotform"
4
Click "Jotform"
5
Click the "*EventRequired" field.
6
Click "New Submission"
7
Click "Continue"
8
Click "Choose" to select your connected Jotform account, or connect a new one.
9
Click "Continue"
10
Click "Choose value…"
11
Select the form you want to use for updating clients in Copilot.
12
Click "Continue"
13
Click "Test trigger"
14
Click "Continue"
15
Click the "Search…" field.
16
Type "Copilot"
17
Click "Copilot"
18
Click the "*EventRequired" field.
19
Click "Find a Client"
20
Click "Continue"
