How to Update Clients in Copilot from new Jotform Submissions | Scribe

    How to Update Clients in Copilot from new Jotform Submissions

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    • 0 step |
    • 3 minutes
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click the "Search…" field.
    Type "Jotform"
    Click "Jotform"
    Click the "*EventRequired" field.
    Click "New Submission"
    Click "Continue"
    Click "Choose" to select your connected Jotform account, or connect a new one.
    Click "Continue"
    Click "Choose value…"
    Select the form you want to use for updating clients in Copilot.
    Click "Continue"
    Click "Test trigger"
    Click "Continue"
    Click the "Search…" field.
    Type "Copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Find a Client"
    Click "Continue"
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