Update clients in Copilot from new Jotform submissions | Scribe

    Update clients in Copilot from new Jotform submissions

    1
    Create a new scenario in Make
    2
    Click the + button to add a trigger. Search for and select "Jotform"
    3
    Click "Watch for Submissions"
    4
    Click "Create a webhook"
    5
    Select the form you want to use to update clients in Copilot
    6
    Name your webhook in Make (optional)
    7
    Click "Save"
    8
    Click "OK"
    9
    Add a new module and search for “Copilot”
    10
    Click "List Clients"
    11
    Click here.
    12
    Click "Email"
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    This step requires you to have identifying information about the client in your form. We recommend email but you can also use Given or Family name.
    13
    Click "OK"
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    Steps 14 - 21 are optional. Only use this if you need to find a tag in Copilot based on a field in your Jotform
    14
    Add a new module and select “Copilot”
    15
    Click "Retrieve Custom Field Options"
    16
    Click here.
    17
    Click the dropdown
    18
    Click the custom field containing the tags you wish to update