Copilot + Formidable Forms
Create clients in Copilot from new entries in Formidable Forms
Effortlessly manage your new client onboarding process with this seamless workflow. When a new entry is submitted in Formidable Forms, this automation will instantly create a new client in the Copilot app, ensuring a smooth and efficient process. Save time and stay organized as your client base grows.
Effortlessly manage your new client onboarding process with this seamless workflow. When a new entry is submitted in Formidable Forms, this automation will instantly create a new client in the Copilot app, ensuring a smooth and efficient process. Save time and stay organized as your client base grows.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Client
Creates a new client.
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try It
