Copilot + Jotform

Find and update clients in Copilot from new Jotform submissions

Looking for a way to update client information in Copilot effortlessly? Look no further! This Zapier integration has got you covered. When a new submission is received in Jotform, this automation will find a custom field option (or use tags) in Copilot, locate the corresponding client in Copilot, and update their information seamlessly. Say goodbye to manual data entry and ensure accurate and up-to-date client records with this powerful integration.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this...
Find a Custom Field Option
Search for a custom field option by custom field ID and label.
ActionSearch
then do this...
Find a Client
Search for a client by ID, email, or company.
ActionSearch
then do this!
Update Client
Update a client
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It

List Clients
Lists the clients.
Trigger
Scheduled
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
Try It

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It
List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It
- File Channel IdRequired
- Folder path
- Limit
Trigger
Scheduled
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
- Limit
Trigger
Scheduled
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Scheduled
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
List Workspace
List the workspace associated with the portal
Trigger
Scheduled
Try It
- EmailRequired
- Given nameRequired
- Family NameRequired
- Company ID
- Send Invite?
Action
Write
- NameRequired
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel IDRequired
- PathRequired
- File ContentRequired
Action
Write
- Recipient IDRequired
- Form IDRequired
Action
Write
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
- Member IDs - IDs of client members to be added to this channel
Action
Write
- The ID of the App InstallRequired
- ClientId
- CompanyId
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- The ID of the internal user to get
Action
Search
- The ID of the App InstallRequired
- ClientId
- The company id of the App Connection
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The client ids to be part of the App Connection
Action
Search or write
- The ID of the Company to get
- NameRequired
- Icon Image URL
Action
Search or write
- The ID of the message channel to get
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
Action
Search or write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
List Companies
Lists the companies.
Trigger
Scheduled
Try It
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field IDRequired
Trigger
Scheduled
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form IDRequired
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- Channel ID
- Limit
Trigger
Scheduled
Try It
- Recipient ID
Trigger
Instant
Try It
- The ID of the App InstallRequired
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- IDRequired
- Given name
- Family Name
- Company ID
Action
Write
- NameRequired
- Company IDRequired
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel IDRequired
- PathRequired
Action
Write
- Channel IDRequired
- PathRequired
- Link urlRequired
Action
Write
- The text content of the messageRequired
- The Id of the target message channelRequired
- (Optional) The Id of the client who is the author of the message
Action
Write
- ID
- Email
- Company ID
Action
Search
- Custom Field IDRequired
- Label
Action
Search
- The ID of the Form to getRequired
Action
Search
- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- ID
- EmailRequired
- Company ID
- Given nameRequired
- Family NameRequired
- Send Invite?
Action
Search or write
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Learn more

Related categories

Project Management

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

Copilot + Jotform

Find and update clients in Copilot from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

List App Installs

Client Created

List Clients

Company Created

Contract Signed

List Custom Fields

File Created

List Files

File Channel IdRequired

Folder path

Limit

Folder Created

Folder Updated

List Internal Users

Limit

Link Deleted

Message Channel Created

List Message Channels

Membership Type

The ID of the membership entity. E.g. ID of a company or individual

Member ID

Limit

Message Sent

List Workspace

Create Client

EmailRequired

Given nameRequired

Family NameRequired

Company ID

Send Invite?

Create Company

NameRequired

Icon Image URL

Create Contract

Contract Template ID

Recipient ID

Create File

Channel IDRequired

PathRequired

File ContentRequired

Request Form Responses

Recipient IDRequired

Form IDRequired

Create Message Channel

Membership TypeRequired

Entity ID - ID of the membership entity, e.g., ID of a company or individual client user

Member IDs - IDs of client members to be added to this channel

Find App Connection

The ID of the App InstallRequired

ClientId

CompanyId

Find a Company

The ID of the Company to get

Name

Find a File Channel

The ID of the file channel to get

Membership Type

The ID of the membership entity. E.g. ID of a company or individual

Member ID

Find an Internal User

The ID of the internal user to get

Find or Create AppConnection

The ID of the App InstallRequired

ClientId

The company id of the App Connection

The type of the App ConnectionRequired

The content of the App ConnectionRequired