Cogmento CRM Integrations

Name: Zapier
Availability: InStock

Put Cogmento CRM to work with AI and enterprise-grade automation

Automate smarter with Cogmento CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Contactout

Contact Management

Clio

CRM (Customer Relationship Management)

Base44

AI Assistants

Facebook Lead Ads

Ads & Conversion, Facebook

Microsoft Outlook

Calendar, Email, Microsoft

Calendly

Scheduling & Booking

Airtable

Databases

Asana

Project Management

ActiveCampaign

Marketing Automation

Contactout

Contact Management

Clio

CRM (Customer Relationship Management)

Base44

AI Assistants

Facebook Lead Ads

Ads & Conversion, Facebook

Microsoft Outlook

Calendar, Email, Microsoft

Calendly

Scheduling & Booking

Contactout

Contact Management

Clio

CRM (Customer Relationship Management)

Base44

AI Assistants

Facebook Lead Ads

Ads & Conversion, Facebook

Microsoft Outlook

Calendar, Email, Microsoft

Calendly

Scheduling & Booking

Airtable

Databases

Asana

Project Management

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack messages for new deals in Cogmento CRM
Details
Try it
Cogmento CRM + Slack
Generate new Cogmento CRM contacts from new systeme.io optins
Details
Try it
systeme.io + Cogmento CRM
Update Cogmento CRM cases and add them to Google Sheets rows
Details
Try it
Cogmento CRM + Google Sheets
Create contacts in Cogmento CRM for new leads in Contactout
Details
Try it
Contactout + Cogmento CRM
Create new Cogmento CRM contacts from new Google Forms responses
Details
Try it
Google Forms + Cogmento CRM

Send Slack messages for new deals in Cogmento CRM

Details

Try it

Cogmento CRM + Slack

Generate new Cogmento CRM contacts from new systeme.io optins

Details

Try it

systeme.io + Cogmento CRM

Update Cogmento CRM cases and add them to Google Sheets rows

Details

Try it

Cogmento CRM + Google Sheets

Create contacts in Cogmento CRM for new leads in Contactout

Details

Try it

Contactout + Cogmento CRM

Create new Cogmento CRM contacts from new Google Forms responses

Details

Try it

Google Forms + Cogmento CRM

Supported 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.

New Call
Triggers when a new call is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
Update Call
Triggers when a call is updated
Trigger
Instant
Try It

Update Company
Triggers when a company is updated
Trigger
Instant
Try It
Update Deal
Triggers when a deal is updated
Trigger
Instant
Try It

- Call Time
  Required
Action
Write
- Company Name
  Required
Action
Write
- Title
  Required
Action
Write
- Title
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search
- Model Type
  Required
Action
Search
- Filter
  Required
Action
Search

New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Update Case
Triggers when a case is updated
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated
Trigger
Instant
Try It
Update Task
Triggers when a task is updated
Trigger
Instant
Try It
- Title
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
Action
Write
- Title
  Required
- Start At
  Required
- End At
  Required
- Calendar
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- ID
  Required
- Record Data
  Required
Action
Write
- Filter
  Required
Action
Search
- Filter
  Required
Action
Search
- Filter
Action
Search

For builders

Let your AI safely access Cogmento CRM

Go beyond Zap workflows. Install Zapier in your AI to call Cogmento CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Cogmento CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Call
Create Case

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Cogmento CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Cogmento CRM connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "cogmento-crm", owner: "me" });

await zapier.runAction({
  app: 'cogmento-crm',
  action: 'create_call',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Cogmento CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Cogmento CRM

Cogmento is an extensible CRM system, which can be as simple or complex as needed.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Cogmento CRM Integrations

Put Cogmento CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack messages for new deals in Cogmento CRM

Generate new Cogmento CRM contacts from new systeme.io optins

Update Cogmento CRM cases and add them to Google Sheets rows

Create contacts in Cogmento CRM for new leads in Contactout

Create new Cogmento CRM contacts from new Google Forms responses

Send Slack messages for new deals in Cogmento CRM

Generate new Cogmento CRM contacts from new systeme.io optins

Update Cogmento CRM cases and add them to Google Sheets rows

Create contacts in Cogmento CRM for new leads in Contactout

Create new Cogmento CRM contacts from new Google Forms responses

Supported triggers and actions

Let your AI safely access Cogmento CRM