Cognito Forms + Highrise
Create notes in Highrise for new Cognito Forms entries
Effortlessly keep track of new entries from your Cognito Forms with this time-saving automation. Once set up, every time a new entry is submitted in Cognito Forms, a note will be created for the corresponding contact in Highrise. Stay organized and never miss important details with this streamlined workflow.
Effortlessly keep track of new entries from your Cognito Forms with this time-saving automation. Once set up, every time a new entry is submitted in Cognito Forms, a note will be created for the corresponding contact in Highrise. Stay organized and never miss important details with this streamlined workflow.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Note for Contact
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
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