How to create clients in Copilot from new Typeform entries | Scribe

    How to create clients in Copilot from new Typeform entries

    1
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    2
    Click the "Search…" field.
    3
    Type "Typeform"
    4
    Click "Typeform"
    5
    Click the "*EventRequired" field.
    6
    Click here.
    7
    Click "Continue"
    8
    Click "Choose" to select your connected Typeform account, or connect a new one.
    9
    Click "Continue"
    10
    Click "Choose value…"
    11
    Choose 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.