Losing control of all the contact details streaming in from Cognito Forms? Reign it all in with some Zapier automation. This Cognito Forms Insightly integration will trigger every time you get a new entry on Cognito Forms, adding a new contact on Insightly with all that information automatically so you can rely on updated contacts from then on.
How It Works
- A new entry is received on Cognito Forms
- Zapier automatically adds a new contact to Insightly
What You Need
- Cognito Forms account
- Insightly account
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Triggers when a refund is issued.
Creates a new entry.
Triggers when someone updates an entry.
Sets the availability of a form.
Triggers when an order is created.
Create a new contact in your Insightly account.
Triggers when someone fills out your form.
Create a new task in your Insightly account.
Triggers when a payment is collected.
Create a new note in your Insightly account.