Copilot + Jotform

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.

  1. When this happens...
    CopilotCopilot
    Client Custom Fields Updated

    Triggers only when a client user has updates to custom fields.

    TriggerInstant
  2. automatically do this!
    JotformJotform
    Assign Form

    Invite assignees to complete your form

    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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