Process new Jotform submissions, find clients in Copilot, and request additional information
Process new Jotform submissions, find clients in Copilot, and request additional information
Process new Jotform submissions to find existing clients in Copilot and request additional information. This ensures faster onboarding and clearer communication, enhancing client engagement and satisfaction.
Workflow preview:
Zap details:
Overview
Process new Jotform submissions to find existing clients in Copilot and request additional information. This ensures faster onboarding and clearer communication, enhancing client engagement and satisfaction.