Save for Later
This guide was created with Scribe in
3 minutes.
Sign in and create your own!
How to Update Clients in Copilot from new Jotform Submissions
This Zap will allow you to update a client from a Jotform form submission. Steps 28-40 and 56-59 are optional, but should be used if you are looking to update a client's tags. Specific instructions can be found in the Copilot Help Center article that links to these instructions.
Allene Norton
|
0 step
|
3 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
Zoom Saved
3
Type "Jotform"
4
Click "Jotform"
Zoom Saved
5
Click the "*EventRequired" field.
Zoom Saved
6
Click "New Submission"
Zoom Saved
7
Click "Continue"
Zoom Saved
8
Click "Choose" to select your connected Jotform account, or connect a new one.
Zoom Saved
9
Click "Continue"
Zoom Saved
10
Click "Choose value…"
Zoom Saved
11
Select the form you want to use for updating clients in Copilot.
Zoom Saved
12
Click "Continue"
Zoom Saved
13
Click "Test trigger"
Zoom Saved
14
Click "Continue"
Zoom Saved
15
Click the "Search…" field.
Zoom Saved
16
Type "Copilot"
17
Click "Copilot"
Zoom Saved
18
Click the "*EventRequired" field.
Zoom Saved
19
Click "Find a Client"
Zoom Saved
20
Click "Continue"
Zoom Saved
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe