Update clients in Copilot from new Typeform submissions | Scribe

    Update clients in Copilot from new Typeform submissions

    • |
    • 0 step |
    • 2 minutes
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "Typeform"
    Click "Watch Responses"
    Click "Create a webhook"
    Click the dropdown
    Select the form you want to use to update clients in Copilot
    Click "Save"
    Click "OK"
    Add a new module and select “Copilot”
    Click "List Clients"
    Click here.
    Click "Email"
    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.
    Click "OK"
    Steps 14 - 21 are optional. Only use this if you need to find a tag in Copilot based on a field in your Typeform
    Add a new module and select “Copilot”
    Click "Retrieve Custom Field Options"
    Click here.
    Click the dropdown
    Click the custom field containing the tags you wish to update
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe