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Update clients in Copilot when a Copilot form is submitted
Allene Norton
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0 step
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3 minutes
Make
Copilot
Copilot
1
Create a new scenario in Make
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Click the + button to add a trigger. Search for and select "Copilot"
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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"
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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
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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
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Now it's time to test the trigger by submitting the form as your test client. Right-click here
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