Update clients in Copilot from new Typeform submissions
Allene Norton
|
38 steps
|
2 minutes
Make
Copilot
Typeform
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "Typeform"
3
Click "Watch Responses"
4
Click "Create a webhook"
5
Click the dropdown
6
Select the form you want to use to update clients in Copilot
7
Click "Save"
8
Click "OK"
9
Add a new module and select “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 Typeform
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