Builder Prime + Cognito Forms

Builder Prime + Cognito Forms integrations

Create client records in Builder Prime for every new entry in Cognito Forms

Increase your efficiency by connecting your Cognito Forms and Builder Prime. With this workflow, whenever a new entry is added into Cognito Forms, it will instantly create a client record in Builder Prime. It eliminates the manual task of transferring data and enables you to continuously update your client records without any delay. A time-saving automation that ensures your Builder Prime client records are always up-to-date.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Client RecordCreates a new client record.
ActionWrite

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More things you can do with Cognito Forms and Builder Prime

Discover other triggers and actions you can use with Cognito Forms and Builder Prime

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
- First Name
- Last Name
- Email Address
- Company Name
- Lead Status
  Required
- Lead Source
- Interested In
- Class
- Mobile Phone
- Home Phone
- Work Phone
- Address Line 1
- Address Line 2
- City
- State
- Zip / Postal Code
- Best Time to Contact
- Preferred Contact Method
- External System Identifier
- Building Type
- Notes
Action
Write

About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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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 moreLearn moreHelpHelp

Related categories

Forms & Surveys

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