Update client records in Canopy with new questionnaire links from Cognito Forms
Update client records in Canopy with new questionnaire links from Cognito Forms
Update client records in Canopy with questionnaire links when new entries are submitted in Cognito Forms. This ensures accurate data management and improves client engagement through timely follow-ups.
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Overview
Update client records in Canopy with questionnaire links when new entries are submitted in Cognito Forms. This ensures accurate data management and improves client engagement through timely follow-ups.