Cognito Forms + Reftab

Cognito Forms + Reftab integrations

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 EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create LoaneeCreates a Loanee
ActionWrite

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More things you can do with Cognito Forms and Reftab

Discover other triggers and actions you can use with Cognito Forms and Reftab

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
New Loan
Triggers when a new loan is created.
Trigger
Polling
Try It

- Asset Name
  Required
- Asset ID
- Notes
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
New Asset
Triggers when a new asset is created.
Trigger
Polling
Try It
New Reservation
Triggers when a new reservation is created.
Trigger
Polling
Try It
- Loanee Name
  Required
- Loanee Title
- Loanee Email
- Loanee Employee ID
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.

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About Reftab

Reftab is a fixed asset management service to help track items.

HelpHelp

Related categories

Product Management