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