Update clients in Copilot from new Jotform submissions | Scribe

    Update clients in Copilot from new Jotform submissions

    • |
    • 38 steps |
    • 2 minutes
    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"
    information ordinal icon
    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"
    information ordinal icon
    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