How to create clients in Copilot from new Jotform submissions
- |
- 31 steps |
- 2 minutes
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "Jotform"
4
Click "Jotform"
5
Click the "*EventRequired" field.
6
Click "New Submission"
7
Click "Continue"
8
Click "Choose" to select your connected Jotform account, or connect a new one.
9
Click "Continue"
10
Click "Choose value…"
11
Select the form you want to use to trigger client creation.
12
Click "Continue"
13
Click "Test trigger"
14
Click "Continue"
15
Type "Copilot"
16
Click "Copilot"
17
Click the "*EventRequired" field.
18
Click "Create Client"
19
Click "Continue"
20
Click "Choose" to select your connected Copilot account, or connect a new one.
