Cognito Forms + kvCORE
Create new kvCORE contacts from new Cognito Forms entries
This workflow activates when you add a new entry in Cognito Forms, in turn, creating a contact in kvCORE. Streamline your record-keeping by letting this workflow ensure no new client data falls through the cracks. It updates your contacts list in kvCORE every time you enter a new contact's information in Cognito Forms, saving you the trouble of duplicating your efforts.
This workflow activates when you add a new entry in Cognito Forms, in turn, creating a contact in kvCORE. Streamline your record-keeping by letting this workflow ensure no new client data falls through the cracks. It updates your contacts list in kvCORE every time you enter a new contact's information in Cognito Forms, saving you the trouble of duplicating your efforts.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
- Free forever for core features
- 14 day trial for premium features & apps
