Update client information with new submissions
Automatically update client information with Copilot's seamless integration. With this automation, new submissions made through Jotform will be instantly reflected in your client records, ensuring a streamlined and efficient client management process.
Update client records with Jotform submissions
Add submission data to your client records. This integration ensures that new submissions made via Jotform are seamlessly integrated into your client records, providing a comprehensive overview of client interactions.
When this happens...
New Submission
A user submits a new form entry
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Update Client
The client information will be updated with the new submission