Update clients in Copilot when a Copilot form is submitted | Scribe

    Update clients in Copilot when a Copilot form is submitted

    • |
    • 65 steps |
    • 3 minutes
    1
    Create a new scenario in Make
    2
    Click the + button to add a trigger. Search for and select "Copilot"
    3
    Click "Watch Completed Forms"
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    Click "Add" or "Create a webhook"
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    Name your webhook in Make
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    Open the dropdown
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    Select the form you want to use for this trigger
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    Click "Save"
    9
    Click "Copy address to clipboard"
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    In a new tab go to the Copilot Dashboard
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    Click "Settings"
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    Click "API"
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    Click "New webhook"
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    Label the webhook and paste the webhook URL from Make into the Endpoint URL field
    15
    Click the "Events to send" field.
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    Click "form_response.completed"
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    Click "Update"
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    Click "Confirm"
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    Back in Make, click "OK" to finish setting up the trigger
    20
    Now it's time to test the trigger by submitting the form as your test client. Right-click here