Create Copilot clients from new GoCanvas submissions
Effortlessly streamline your client onboarding process with this powerful GoCanvas to Copilot automation. When a new submission is received in GoCanvas, this workflow will create a new client in your Copilot app for seamless organization and management. Keep your focus on delivering exceptional service while your client data stays accurate and up-to-date.
Effortlessly streamline your client onboarding process with this powerful GoCanvas to Copilot automation. When a new submission is received in GoCanvas, this workflow will create a new client in your Copilot app for seamless organization and management. Keep your focus on delivering exceptional service while your client data stays accurate and up-to-date.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Client
Creates a new client.
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