Capture new client info from Jotform, run Python, and update client profile in Canopy
Capture new client info from Jotform, run Python, and update client profile in Canopy
Capture new client information from Jotform submissions and create or update their profiles in Canopy. This ensures accurate client records and faster onboarding, enhancing your client management process.
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Overview
Capture new client information from Jotform submissions and create or update their profiles in Canopy. This ensures accurate client records and faster onboarding, enhancing your client management process.