Create clients in Copilot with new Jform submissions
Automatically create clients in Copilot with new Jform submissions. This integration streamlines the process by instantly adding new submissions to your client list in Copilot, ensuring a seamless client management experience.
Add Jform submissions to Copilot client list
Incorporate Jform submissions into your Copilot client list effortlessly. By integrating Jform with Copilot, you can easily manage and organize client information within your branded client portal.
When this happens...
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A user submits a new form entry
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Create Client
A new client will be created in Copilot