How to assign forms to Copilot clients every month | Scribe

    How to assign forms to Copilot clients every month

    • Véronique Cadet |
    • 26 steps |
    • 2 minutes
    1
    Create a new scenario in Make
    2
    Click the "Search applications" field.
    3
    Type "Copilot"
    4
    Click "Copilot"
    5
    Click "Retrieve a Client"
    6
    Click the dropdown to select your account or click on "Add" to add your Copilot account using an API key
    7
    Click here to enable you to select a client
    8
    Click here
    9
    Select the client or clients you want to request the form from
    10
    Click "OK"
    11
    Add a new module and select “Copilot”
    12
    Click "Request a Form Response"
    13
    Click here to enable you to select an existing form
    14
    Click the dropdown
    15
    Select the form that you want to request from your client each month
    16
    Click "Add item"
    17
    Click here
    18
    Click "ID"
    19
    Click "OK"
    20
    Click the scheduling setting