Cognito Forms + Google Docs + Insightly Integrations

How to connect Cognito Forms + Google Docs + Insightly

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Do even more with Cognito Forms + Google Docs + Insightly

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Google Docs, and Insightly. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
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- FormRequired
  Choose the form you'd like to watch for new orders.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new refunds.
Trigger
Instant
Try It
- FormRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write

- FormRequired
  The form for which the document is to be generated.
- Entry IdRequired
  The Id of the entry for which the document is generated.
- Template NumberRequired
  The number of the document template to be used.
Action
Search
- Folder
  Check a specific folder for new documents. Keep clicking to go inside folders. Please note: new documents added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none picked.
Trigger
Scheduled
Try It

- Template DocumentRequired
- New Document NameRequired
- Folder for new Document
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Sharing Preference
  Grant access to third parties when sharing documents via direct links, exports and/or embed links. Your GDrive's default sharing preferences will be used otherwise.
- Unused Fields Preference
  What to do with any unused template fields. You can keep the fields so they remain unmodified (e.g. "{{email}}"), remove them so there is no text instead, or replace them with a fallback custom value of your choice. By default, any unused fields will be kept unmodified.
Action
Write
- Document NameRequired
- Document ContentRequired
  Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
Action
Write
- Folder
  Note: if you pick a folder, sub-folders within that folder are not searched.
- Document NameRequired
Action
Search
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
  Pick which type of object you want to search for.
- Search ByRequired
- Search ValueRequired
Action
Search

- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new payments.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
  API docs for Cognito Forms are located here http://help.cognitoforms.com/webhooks
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
Try It
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Document NameRequired
- Text to AppendRequired
  Note: this field also supports HTML which will be rendered into the document.
Action
Write
- FileRequired
  Must be a file object.
- Specify Document Name
  Advanced: By default, we use the same name as the file from the other service (stripping the extension). If you need to change the name, enter a value here.
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
Action
Write
- Api Docs Info
  API docs for Google Docs are located here https://developers.google.com/docs/api/how-tos/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Document NameRequired
- Document ContentRequired
  Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.
Action
Search or write
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

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How Cognito Forms + Google Docs + Insightly Integrations Work

Step 1: Authenticate Cognito Forms, Google Docs, and Insightly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cognito Forms + Google Docs + Insightly

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

Related categories

Forms & Surveys

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Formstack

Forms & Surveys

Jotform

Forms & Surveys

Formdesk

Forms & Surveys

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Learn more

Related categories

Similar apps

Formstack Documents

Documents

Quip

Documents

Zoho Writer

Documents, Zoho

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation

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Cognito Forms + Google Docs + Insightly Integrations

How to connect Cognito Forms + Google Docs + Insightly

Do even more with Cognito Forms + Google Docs + Insightly

Entry Deleted

New Order

FormRequired

New Refund

FormRequired

Create Entry

FormRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

Get Document

FormRequired

Entry IdRequired

Template NumberRequired

New Document in Folder

Folder

Create Document from Template

Template DocumentRequired

New Document NameRequired

Folder for new Document

Sharing Preference

Unused Fields Preference

Create Document from Text

Document NameRequired

Document ContentRequired

Folder

Find a Document

Folder

Document NameRequired

Deleted Record

Insightly ObjectRequired

Updated Field on Record

Insightly ObjectRequired

Create Record

Insightly ObjectRequired

Find Record

Insightly ObjectRequired

Search ByRequired

Search ValueRequired

New Entry

FormRequired

New Payment

FormRequired

Update Entry

FormRequired

Update Entry

IdRequired

FormRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Document

Append Text to Document

Folder

Document NameRequired

Text to AppendRequired

Upload Document

FileRequired

Specify Document Name

Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Document

Folder