Cognito Forms + Google Sheets + EZLynx Integrations
How to connect Cognito Forms + Google Sheets + EZLynx
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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 EZLynx. 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
New Applicant
Triggers when a new applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Commercial Prospect
Triggers when a new commercial prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Opportunity
Triggers when an opportunity is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Prospect
Triggers when a prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NameRequired
NAICS Code
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Initial
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Initial
Last Name
Assigned Username
The username used for logging in. If blank, the applicant is assigned to you.
X Date
Notes
Source
The source from which this applicant was created from. If blank, the applicant will have a source of "Zapier".
LOB source
Prior Carrier
Prior Premium
Premium should be decimal value.
Finalized Premium
Premium should be decimal value.
Finalized Carrier
Line of Business
The Lob code should match with Ezlynx standards. Ex: FLOOD
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Document NameRequired
Document-(blob file/doc file)Required
Only Word, DOC, TXT, PDF, PNG, JPG and JPEG formats are supported
Folder Path
Mention the folder names folowed by Slash(/). For Ex:Folder/FolderOne
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Initial
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
The username used for logging in. If blank, the applicant is assigned to you.
X Date
Notes
Source
The source from which this applicant was created from. If blank, the applicant will have a source of "Zapier".
LOB source
Prior Carrier
Prior Premium
Premium should be decimal value.
Finalized Premium
Premium should be decimal value.
Finalized Carrier
Line of Business
The Lob code should match with Ezlynx standards. Ex: AUTOP
First Name
Last Name
Phone Type
Phone Number
Email
Relationship
Gender
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Prefix
First Name
Middle Name
Last Name
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1
Address Line 2
City
State
Zip Code
Home Phone
Work Phone
Extension
Fax
Email
Alternate Email
Assigned UserName
Example:webcet_test
Lead Source
Lead Status
Example :New,Renewal,Assigned Etc
Lead Priority
Example :Low,Medium,High
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant Id
Applicant First Name
Applicant Last Name
Co-Applicant First Name
Co-Applicant Last Name
Street Address
City
State
State Code ex: TX
Zip Code
Applicant's Email Address
Co-Applicant's Email Address
Cell Phone Number
Home Phone Number
Lead Status
Lead Source
Applicant Type
ActionThis is an event a Zap performs.SearchFind existing data 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 foundModified Applicant
Triggers when an applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Commercial Prospect
Triggers when a commercial prospect is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Modified Document
Triggers when a document is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Prospect
Triggers when a new prospect is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Applicant IdRequired
Business Name
Date Business Started
Enter the date in MM/dd/yyyy format
Address Type
Address Line 1
Address Line 2
City
State
Example :RA,TX,PA Etc
Zip Code
BusinessPhone
Extension
Business Fax
Email
Assigned To
Example: webcet_test
Lead Source
Lead Status
Example :New,Renewal,Assigned Etc
Lead Priority
Example :Low,Medium,High
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Website URL
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Phone
Extension
Fax
Email
First NameRequired
Middle Name
Last NameRequired
Home Phone
Mobile Phone
Work Phone
Personal Email
Work Email
First Name
Middle Name
Last Name
Assigned Username
The username used for logging in. If blank, the prospect is unassigned.
X Date
Notes
Source
The source from which this prospect was created from. If blank, the prospect will have a source of "Zapier".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant IdRequired
Discussion TitleRequired
Note DescriptionRequired
Labels
Multiple labels can be added.
Policy Number
Task Assignee
Assignee login username ex: "webcet_username."
Task due Date
Reminder Date
Reminder Time
Time should be in "06:15 AM" format
Notification Text
To send a notification by Text, select True.
Notification Email
To send a notification by Email, select True.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First NameRequired
Middle Name
Last NameRequired
Suffix
Gender
Date of Birth
Marital Status
Social Security Number
Address Line 1Required
Address Line 2
CityRequired
StateRequired
ZipRequired
Home Phone
Mobile Phone
Work Phone
Extension
Fax
Personal Email
Work Email
Assigned Username
The username used for logging in. If blank, the prospect is unassigned.
X Date
Notes
Source
The source from which this prospect was created from. If blank, the prospect will have a source of "Zapier".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Applicant ID
Business Name
Account Name
Address Line 1
City
State
State Code ex: TX
Zip Code
Business Phone
Business Email
Primary Contact First Name
Primary Contact Last Name
Primary Contact Work Phone
Primary Contact Cell Phone
Primary Contact Email
Lead Status
Lead Source
Account Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Cognito Forms + Google Sheets + EZLynx Integrations Work
- Step 1: Authenticate Cognito Forms, Google Sheets, and EZLynx.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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