Agiled + Cognito Forms

Create new Agiled contacts from new Cognito Forms entries

Streamline your contact management process by connecting Cognito Forms and Agiled. With this automation, every time you receive a new entry in Cognito Forms, a contact will be created in Agiled, ensuring your contact list stays up-to-date and organized. Focus on building relationships, while this workflow takes care of the data entry for you.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Contact
Create a Contact with role Lead
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
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- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

Contract Created
Triggers when a contract is created inside app or through API call.
Trigger
Instant
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Estimate Created
Triggers when an estimate is created inside app or through API call.
Trigger
Instant
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Get Contract Types
Triggers when list of contract types required.
Trigger
Scheduled
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Get Departments
Triggers when departments list required.
Trigger
Scheduled
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Get Expenses
Triggers when list of expenses needed.
Trigger
Scheduled
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Get Tasks
Triggers when tasks list needed.
Trigger
Scheduled
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Get Ticket Agents
Triggers when list of ticket agents required.
Trigger
Scheduled
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Invoice Created
Triggers when an invoice is created inside app or through API call.
Trigger
Instant
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New CRM Source
Triggers when a new crm source is created.
Trigger
Scheduled
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New CRM Status
Triggers when a new crm status is created.
Trigger
Scheduled
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Product Created
Triggers when a product is created inside app or through API call.
Trigger
Instant
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Task Created
Triggers when a task is created inside app or through API call.
Trigger
Instant
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- Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
Action
Write
- Project NameRequired
- Start DateRequired
- Deadline
- Notes
- Client Id
- Status
- Project Summary
- Client View Task
- Allow Client Notification
- Manual Timelog
- Project Budget
- Currency Id
- Hours Allocated
Action
Write
- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Client IdRequired
Action
Write
- Item NameRequired
- Purchase DateRequired
- Currency IdRequired
- Member/User IdRequired
- Purchase From
- PriceRequired
- Project Id
Action
Write
- Start DateRequired
- Due DateRequired
- PriorityRequired
- Description
- Assignee/User IdRequired
- Project Id
- Task Category Id
- Dependent Task Id
- Heading/TitleRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Contact IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Job Title
- Twitter
- LinkedIn
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- RoleRequired
Action
Write
- Employee IdRequired
- NameRequired
- EmailRequired
- PasswordRequired
- Slack Username
- Hourly Rate
- Joining DateRequired
- Department IdRequired
- Designation IdRequired
- GenderRequired
- LoginRequired
- IdRequired
Action
Write
- Item NameRequired
- Pruchase DateRequired
- Currency IdRequired
- User IdRequired
- StatusRequired
- Purchase From
- PriceRequired
- IdRequired
- Project Id
Action
Write
- NameRequired
- PriceRequired
- Description
- IdRequired
- Allow Purchase
Action
Write
- Heading/ TitleRequired
- Description
- Start Date
- Due DateRequired
- Assignee/User Id
- PriorityRequired
- Task Category Id
- Dependent Task Id
- Project IdRequired
- statusRequired
- IdRequired
Action
Write

- FormRequired
Trigger
Instant
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- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
Employee Created
Triggers when an employee is created inside app or through API call.
Trigger
Instant
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Get Contacts
Triggers when list of contacts needed.
Trigger
Scheduled
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Get Currencies
Triggers when new currency is created.
Trigger
Scheduled
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Get Designations
Triggers when designations list required.
Trigger
Scheduled
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Get Projects
Triggers when projects list required.
Trigger
Scheduled
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Get Task Categories
Triggers when task categories list required.
Trigger
Scheduled
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Get Users
Triggers when users list required.
Trigger
Scheduled
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New Account
Triggers when a new account is created.
Trigger
Scheduled
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New CRM Stage
Triggers when a new crm stage is created.
Trigger
Scheduled
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New Sales Agent
Triggers when a new sales agent is created.
Trigger
Scheduled
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Project Created
Triggers when a project is created inside app or through API call.
Trigger
Instant
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Ticket Created
Triggers when a ticket is created inside app or through API call.
Trigger
Instant
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- Project Id
- Client Id
- Invoice NumberRequired
- Issue DateRequired
- Due DateRequired
- Sub TotalRequired
- Discount
- Discount Type
- TotalRequired
- Currency IdRequired
- Status
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Job Title
- Facebook
- Twitter
- Linkedin
- Skype
- Note
- Tags
- Account Id
- Owner
- CRM Source
- CRM Status
- CRM Stage
- Next Follow Up
- Last Contacted
- Type
- City
- State
- Postal Code
- Address Line 1
- Address Line 2
- Country
- RoleRequired
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Valid TillRequired
- Sub TotalRequired
- TotalRequired
- Currency IdRequired
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
Action
Write
- NameRequired
- PriceRequired
- Description
- Allow Purchase
Action
Write
- Requester IdRequired
- SubjectRequired
- Status
- PriorityRequired
- Agent Id
- DescriptionRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- SubjectRequired
- AmountRequired
- Contract Type IdRequired
- Start DateRequired
- End DateRequired
- Description
- Contract Detail
- Id
- Client IdRequired
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Valid TillRequired
- Sub Total
- Total
- Currency Id
- StatusRequired
- Note
- Discount
- Discount Type
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
- IdRequired
Action
Write
- Project id
- Client Id
- Issue DateRequired
- Due DateRequired
- Sub TotalRequired
- Discount
- Discount Type
- TotalRequired
- Currency IdRequired
- StatusRequired
- Recurring PaymentRequired
- Billing Cycle
- Billing Interval
- Billing Frequency
- Note
- Estimate Id
- Id
- Item NameRequired
- Item SummaryRequired
- Unit PriceRequired
- QuantityRequired
- AmountRequired
- TaxesRequired
Action
Write
- Project NameRequired
- Start DateRequired
- Deadline
- Notes
- Client Id
- Status
- IdRequired
- Project Summary
- Client View Task
- Allow Client Notfication
- Manual Timelog
- Project Budget
- Currency Id
- Hours Allocated
Action
Write
- Subject
- Status
- PriorityRequired
- IdRequired
- Agent Id
- Requester Id
Action
Write

About Agiled

Agiled is an all in one business management platform designed to help you manage employees, projects , tasks, track your time, create professional contracts, track expenses and send professional invoices that get you paid faster.

Related categories

Project Management

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more Help

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Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

Agiled + Cognito Forms

Create new Agiled contacts from new Cognito Forms entries

Entry Deleted

Update Entry

FormRequired

Delete Entry

FormRequired

IdRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

Get Document

FormRequired

Entry IdRequired

Template NumberRequired

Contract Created

Estimate Created

Get Contract Types

Get Departments

Get Expenses

Get Tasks

Get Ticket Agents

Invoice Created

New CRM Source

New CRM Status

Product Created

Task Created

Add Employee

Employee IdRequired

NameRequired

EmailRequired

PasswordRequired

Slack Username

Hourly Rate

Joining DateRequired

Department IdRequired

Designation IdRequired

GenderRequired

LoginRequired

Add Project

Project NameRequired

Start DateRequired

Deadline

Notes

Client Id

Status

Project Summary

Client View Task

Allow Client Notification

Manual Timelog

Project Budget

Currency Id

Hours Allocated

Create Contract

SubjectRequired

AmountRequired

Contract Type IdRequired

Start DateRequired

End DateRequired

Description

Client IdRequired

Create Expense

Item NameRequired

Purchase DateRequired

Currency IdRequired

Member/User IdRequired

Purchase From

PriceRequired

Project Id

Create Task

Start DateRequired

Due DateRequired

PriorityRequired

Description

Assignee/User IdRequired