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

    Update clients in Copilot when a Copilot form is submitted

    • |
    • 0 step |
    • 3 minutes
    Create a new scenario in Make
    Click the + button to add a trigger. Search for and select "Copilot"
    Click "Watch Completed Forms"
    Click "Add" or "Create a webhook"
    Name your webhook in Make
    Open the dropdown
    Select the form you want to use for this trigger
    Click "Save"
    Click "Copy address to clipboard"
    In a new tab go to the Copilot Dashboard
    Click "Settings"
    Click "API"
    Click "New webhook"
    Label the webhook and paste the webhook URL from Make into the Endpoint URL field
    Click the "Events to send" field.
    Click "form_response.completed"
    Click "Update"
    Click "Confirm"
    Back in Make, click "OK" to finish setting up the trigger
    Now it's time to test the trigger by submitting the form as your test client. Right-click here
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe