Cognito Forms + Reftab

Create new loanees in Reftab for every new entry in Cognito Forms

Streamline your loan management process with this dynamic workflow. When a new entry is added in your Cognito Forms, it efficiently creates a new loanee in your Reftab platform. This not only eliminates manual data entry but also helps your loan operations run smoothly. Take advantage of this integration to keep your loan database updated in real-time and boost efficiency.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Loanee
Creates a Loanee
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

New Asset
Triggers when a new asset is created.
Trigger
Polling
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New Reservation
Triggers when a new reservation is created.
Trigger
Polling
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- Loanee NameRequired
- Loanee Title
- Loanee Email
- Loanee Employee ID
Action
Write

- FormRequired
Trigger
Instant
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- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
New Loan
Triggers when a new loan is created.
Trigger
Polling
Try It
- Asset NameRequired
- Asset ID
- Notes
Action
Write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more