Copilot + Google Forms
Create new Copilot clients from new Google Forms form responses
Streamline your client management processes with this seamless workflow. When a new response is submitted via Google Forms, a new client is instantly created in the Copilot app. This efficient process saves you from manual entry, enhances accuracy, and allows you to quickly respond to new input from Google Forms. Keep your database fresh and your processes smooth with this automation.
Streamline your client management processes with this seamless workflow. When a new response is submitted via Google Forms, a new client is instantly created in the Copilot app. This efficient process saves you from manual entry, enhances accuracy, and allows you to quickly respond to new input from Google Forms. Keep your database fresh and your processes smooth with this automation.
- When this happens...New Form Response
Triggers when a new form response is received.
- 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
