Integrations / Project Management / Copilot / Create Client with New Submission

Create clients in Copilot with new Jotform submissions

Automatically create clients in Copilot with new Jotform submissions. This integration streamlines the process by instantly adding new submissions to your client list in Copilot, ensuring a seamless client management experience.

Add Jotform submissions to Copilot client list

Incorporate Jotform submissions into your Copilot client list effortlessly. By integrating Jotform with Copilot, you can easily manage and organize client information within your branded client portal.

Jotform Icon

When this happens...

New Submission

A user submits a new form entry

Copilot

Do this!

Create Client

A new client will be created in Copilot

Integrate with Copilot

Check out other use cases for this integration

Jotform Icon Copilot

Update Client with New Submission

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