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Builder Prime + Cognito Forms

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
- Api_docs_info
- 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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