Update and assign forms in Jotform when client custom fields are updated in Copilot
Keep your client data consistent and up-to-date with this seamless workflow. As soon as changes are made to the Client Custom Fields in Copilot, a corresponding update is initiated in JotForm, ensuring your forms reflect the most current information. This efficient automation process reduces potential data entry errors and saves you valuable time, delivering a streamlined and more effective workflow.
Keep your client data consistent and up-to-date with this seamless workflow. As soon as changes are made to the Client Custom Fields in Copilot, a corresponding update is initiated in JotForm, ensuring your forms reflect the most current information. This efficient automation process reduces potential data entry errors and saves you valuable time, delivering a streamlined and more effective workflow.
- When this happens...Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
- automatically do this!Assign Form
Invite assignees to complete your form
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