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How to Update a Client from a Copilot Form Submission
This Zap will allow you to update a client from a Copilot form submission. Steps 15-28 and 45-49 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
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0 step
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5 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
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3
Type "Copilot"
4
Click "Copilot"
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5
Click the "*EventRequired" field.
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6
Click "Form Response Completed"
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Click "Continue"
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8
Click "Choose" to select your connected Copilot account, or connect a new one.
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9
Click "Continue"
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10
Click "Choose value…"
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11
Choose the form you want to use to trigger the client update.
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12
Click "Continue"
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13
Click "Test trigger"
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14
Click "Continue"
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15
Type "Copilot"
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Click "Copilot"
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17
Click the "*EventRequired" field.
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18
Click "Find a Custom Field Option"
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Click "Continue"
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Click "Continue"
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