Create new Copilot clients from new Typeform entries
Streamline your client onboarding process with this workflow. When a new entry is completed in Typeform, it will create a new client in Copilot, saving you time and effort with data entry. This workflow makes it easy to transition leads from initial contact to fully-engaged clients, enhancing your productivity.
Streamline your client onboarding process with this workflow. When a new entry is completed in Typeform, it will create a new client in Copilot, saving you time and effort with data entry. This workflow makes it easy to transition leads from initial contact to fully-engaged clients, enhancing your productivity.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Client
Creates a new client.
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
List App Installs
Lists the app installs in a workspace.
Try It
title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Client Activated
Triggers when a client authenticates in the Copilot for the first time
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