Create new Copilot clients from new Paperform submissions
Effortlessly streamline your onboarding process with this Paperform and Copilot integration. Whenever a new form submission is received in Paperform, a client profile will be created in Copilot, making it easier to manage and organize your new clients. Save time and improve the efficiency of your client management with this seamless workflow.
Effortlessly streamline your onboarding process with this Paperform and Copilot integration. Whenever a new form submission is received in Paperform, a client profile will be created in Copilot, making it easier to manage and organize your new clients. Save time and improve the efficiency of your client management with this seamless workflow.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps