Connect Cognito Forms and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Cognito Forms to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Cognito Forms with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Entry Deleted" from Cognito Forms.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Cognito Forms and monday.com, automating your workflow.
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Frequently Asked Questions about Cognito Forms + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cognito Forms and monday.com
How do we integrate Cognito Forms with monday.com using triggers and actions?
Integration between Cognito Forms and monday.com is facilitated through our platform, allowing you to set up automated workflows. You can use specific triggers like 'New Form Entry' from Cognito Forms, which can automatically create or update items in monday.com as actions.
Can I update existing tasks in monday.com when new entries are submitted in Cognito Forms?
Yes, you can configure the integration to update existing tasks in monday.com whenever a new entry is submitted into Cognito Forms. By setting up an action like 'Update Item', any new form entry can modify the details of a task or item you've specified.
What kind of triggers from Cognito Forms are available for integration?
Popular triggers that we provide from Cognito Forms include 'New Form Entry', which can kickstart various automated processes in monday.com, such as creating a new item or updating a status.
Is it possible to create sub-items in monday.com from Cognito Form entries?
Our integration setup allows for creating sub-items in monday.com when a form submission is received on Cognito Forms. You would use an action called 'Create Subitem' linked with the trigger from your form entry.
Can I trigger notifications on monday.com based on submissions from Cognito Forms?
Yes, by setting up the correct workflow, a submission on Cognito Forms can trigger notifications within your monday.com account. This could involve sending alerts to team members or updating them about new submissions.
Are there any limitations in fields mapping between Cognito Forms and monday.com?
While most fields map seamlessly between these platforms, complex fields such as tables within forms might require additional configuration. We offer customization options for these scenarios to ensure data is transferred accurately.
Can I automate status updates on my boards using forms submitted via Cognito?
Certainly! When a form is submitted through Cognito, we can set up an action that automatically changes status updates within your boards on monday.com according to your specified conditions.
Practical ways you can use Cognito Forms and monday.com
Create tasks from form submissions
When a customer submits a form through Cognito Forms (e.g., a service request or new inquiry), Zapier can automatically create a new task in monday.com with relevant details. This streamlines task management and ensures no requests are missed.
Business OwnerTrack leads in project boards
When a new form is submitted in Cognito Forms (e.g., through a newsletter signup or inquiry form), Zapier can add the new lead as an item in monday.com, organizing them for marketing outreach. This keeps marketing teams aligned and tracks leads for better segmentation.
Marketing & Marketing OpsUpdate boards when entry changes
If a form entry in Cognito Forms is updated (e.g., a project scope update), Zapier can automatically update the relevant item in monday.com. This ensures the project management board stays accurate and up-to-date without manual effort.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- FormRequired
Try ItTriggerInstant- FormRequired
- IdRequired
ActionWrite- FormRequired
- Availability Start
- Availability End
- Not Available Message
ActionWrite
- FormRequired
Try ItTriggerInstant- FormRequired
ActionWrite- IdRequired
- FormRequired
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
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- Query string parameters
- Additional request headers
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