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.

Update client records in Canopy with new questionnaire links from Cognito Forms

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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.

Update client records in Canopy with new questionnaire links from Cognito Forms