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.

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.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this...
    CopilotCopilot
    Find a Custom Field Option

    Search for a custom field option by custom field ID and label.

    ActionSearch
  3. then do this...
    CopilotCopilot
    Find a Client

    Search for a client by ID, email, or company.

    ActionSearch
  4. then do this!
    CopilotCopilot
    Update Client

    Update a client

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

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
jotform logo
jotform logo

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

Related categories

  • Forms & Surveys

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