Cognito Forms + Google Sheets + CINC Integrations
How to connect Cognito Forms + Google Sheets + CINC
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Do even more with Cognito Forms + Google Sheets + CINC
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 Sheets, and CINC. And don’t forget that you can add more apps and actions to create complex workflows.
FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new orders.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new refunds.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
Availability Start
Availability End
Not Available Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.SearchFind existing data in your appNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Agent Assigned
Triggers when an agent is assigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Label Applied
Triggers when a label is applied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline Stage Changed
Triggers when a pipeline stage is applied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The leads email address you wish to add a note to.
NotesRequired
Adds notes to the lead.
CallNote
Inidicates if the note(s) being added should have a category of Call Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The leads email address you wish to update.
Cell Phone
The lead's primary phone number, represented as Cell Phone in our system.
First Name
Last Name
Address
Address of the lead's home.
City
The city of the lead's home address.
State
The state of the lead's home address.
Postal Code
Buyer Lead
Whether or not the lead is looking to buy a home.
Seller Lead
Whether or not the lead is looking to sell a property.
Assigned Agent
Assign an agent to a lead.
Assigned Partner
Assign a partner to a lead.
Assigned Listing Agent
Assign a listing agent to the lead.
Label
Apply a lead to the lead.
Distressed Seller
Whether or not the there's an urgent need for the lead to sell their property.
Favorite City
Specify the lead's preferred city.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email of the lead to verify.
FormIDRequired
Pre-Verified Form ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.IdRequired
FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAgent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Inquiry
Triggers when new inquiry was requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Applied
Triggers when a note is applied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trashed Lead
Triggers when a lead is trashed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cell PhoneRequired
The lead's primary phone number, represented as Cell Phone in our system.
Full Name
The lead's first and last name.
First Name
Last Name
Email
The lead's email address. If none provided it will default to a "noemail{date}@{yourdomain.com}".
EmailCC
A secondary email that will receive forwarded alerts the lead receives.
Home Phone
Work Phone
Full Address
In case the full address is readily available you can use this field instead of the separate street address, city, state, and zip fields.
Street Address
Street address of the lead's home.
City
The city of the lead's home address.
State
The state of the lead's home address.
Postal Code
Assigned Agent
Apply an agent to a lead.
Assigned Partner
Assign a partner to a lead.
Assigned Listing Agent
Assign a listing agent to the lead.
Label
Apply a lead to the lead.
Buyer Lead
Whether or not the lead is looking to buy a home.
First Time Buyer
Whether or not the lead is a first time buyer.
Seller Lead
Whether or not the lead is looking to sell a property.
Distressed Seller
Whether or not the there's an urgent need for the lead to sell their property.
Has a House to Sell
Lead has a house to sell.
Use Lead Routing
If marked yes, Instead of manually assigning an agent to the lead, the new lead will be assigned an agent through the site's lead routing rules.
Notes
Adds notes to the lead.
Send Welcome Email
Whether or not to send a welcome email to the new lead.
Favorite City
Specify the lead's preferred city.
Source
The lead source.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email of the lead getting the saved search.
City
Enter one or more cities for the user's search criteria.
State
Enter one or more states for the user's search criteria.
Zip
Enter one or more zip codes for the user's search criteria.
CityState
Enter one or more city/state combos for the user's search criteria. Note: use this option if your cities and states are combined in a comma separated manner. For example, it shows as Atlanta, GA instead of city = Atlanta and state = GA.
County
Enter one or more counties for the user's search criteria.
Lot_Acreage
The minimum acreage of the lot the user is searching for.
MaxLot_Acreage
The maximum acreage of the lot the user is searching for.
MinSqFt
The minimum square footage of the house the user is searching for.
MaxSqFt
The maximum square footage of the house the user is searching for.
MinYearBuilt
The minimum year in which the house was built the user is searching for.
MaxYearBuilt
The maximum year in which the house was built the user is searching for.
MinBeds
The minimum number of beds the user is searching for.
MaxBeds
The maximum number of beds the user is searching for.
MinBaths
The minimum number of bathrooms the user is searching for.
MaxBaths
The maximum number of bathrooms the user is searching for.
MinPrice
The minimum price of house the user is searching for.
MaxPrice
The maximum price of house the user is searching for.
StrCrit
The string criteria of the lead's search, if one exists. Note: putting a value here will override all the other search criteria fields in this zap.
Frequency
The frequency of when the lead will get alerts for this saved search.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email of lead you wish to trash in the CINC CRM.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Cognito Forms + Google Sheets + CINC Integrations Work
- Step 1: Authenticate Cognito Forms, Google Sheets, and CINC.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.
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