1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "Copilot"
4
Click "Copilot"
5
Click the "*EventRequired" field.
6
Click "Form Response Completed"
7
Click "Continue"
8
Click "Choose" to select your connected Copilot account, or connect a new one.
9
Click "Continue"
10
Click "Choose value…"
11
Choose the form you want to use to trigger the client update.
12
Click "Continue"
13
Click "Test trigger"
14
Click "Continue"
15
Type "Copilot"
16
Click "Copilot"
17
Click the "*EventRequired" field.
18
Click "Find a Custom Field Option"
19
Click "Continue"
20
Click "Continue"
