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Update clients in Copilot from new Typeform submissions
Allene Norton
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0 step
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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"
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3
Click "Watch Responses"
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4
Click "Create a webhook"
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5
Click the dropdown
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6
Select the form you want to use to update clients in Copilot
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7
Click "Save"
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8
Click "OK"
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9
Add a new module and select “Copilot”
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10
Click "List Clients"
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11
Click here.
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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”
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15
Click "Retrieve Custom Field Options"
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16
Click here.
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17
Click the dropdown
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18
Click the custom field containing the tags you wish to update
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