Cognito Forms + SmartOffice

Cognito Forms + SmartOffice integrations

Add new Cognito Forms entries as contacts in SmartOffice

Create a seamless workflow between Cognito Forms and SmartOffice with this automation. Every time a new entry is made in your Cognito Forms, the contact will be added instantly to your SmartOffice. This workflow not only saves time but also ensures all data stays accurate and up-to-date in both apps.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Add ContactAdds an Individual Contact (i.e., a Person) to SmartOffice
ActionWrite

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More things you can do with Cognito Forms and SmartOffice

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

- 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
Update Contact
Triggers when a contact is updated in SmartOffice.
Trigger
Instant
Try It

- Business Name
  Required
- Abbreviation
- Source
- Sub-Source
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Last Name (Primary Contact)
- First Name (Primary Contact)
- Middle Name (Primary Contact)
- E-mail Type (Primary Contact)
- E-mail (Primary Contact)
- Line 1 (Primary Contact)
- Line 2 (Primary Contact)
- City (Primary Contact)
- State (Primary Contact)
- Country (Primary Contact)
- ZIP/Postal Code (Primary Contact)
- Phone Type (Primary Contact)
- Phone (Primary Contact)
- Role (Primary Contact)
- Type
- Sub-Type
- DBA
- # of Employees
- Revenue
- Established On
- Tax
- Fiscal Year
- Segment
- SIC
- County
- Industry
- Business Class
- Income
Action
Write
- Description
  Required
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
Action
Write
- Notes
  Required
- Memo Date
- Keywords
- Contact E-mail
  Required
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 Contact
Triggers when a contact is created in SmartOffice.
Trigger
Instant
Try It
- Subject
  Required
- Description
- Location
- Keywords
- Start Time
  Required
- End Time
  Required
- Primary Contact E-mail
- Participant E-mail
- Type
- Sub-Type
- Task
- All day
- Priority
- Status
- Custom Fields
Action
Write
- Last Name
  Required
- First Name
- Middle Name
- Title
- Greeting
- Source
- Sub-Source
- Birth Date
- Preferred Communication
- Gender
- Marital Status
- # of Children
- E-Mail Type
- E-Mail
- Nationality
- Agent Status
- Primary Language
- Tobacco Use
- Driver License #
- Driver License State
- Driver License Expiration Date
- Salary
- SS # (Social Security Number)
- Tax
- Total Income
- Net Worth
- Job Title
- Occupation
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Contact Type
- Last Name (Key Relation)
- First Name (Key Relation)
- Middle Name (Key Relation)
- Gender (Key Relation)
- Marital Status (Key Relation)
- E-mail Type (Key Relation)
- E-mail (Key Relation)
- Line 1 (Key Relation)
- Line 2 (Key Relation)
- City (Key Relation)
- State (Key Relation)
- Country (Key Relation)
- ZIP/Postal Code (Key Relation)
- Phone Type (Key Relation)
- Full Phone Number (Key Relation)
- Relationship
- Set Name
- Type
- Sub-Type
- Custom Fields
Action
Write
- Lead Type
  Required
- Stage
  Required
- Status
  Required
- Campaign Name
- Last Name
  Required
- First Name
- Middle Name
- Suffix
- Greeting
- Title
- Gender
- Employer
- Job Title
- Source
- Sub-Source
- Birth Date
- Age
- Tobacco Use
- Phone Type
- Full Phone Number
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Remarks
- SS#/Tax ID
- Potential
- Score
- Leads Follow-up
- Language
- Action
- Marital Status
- Occupation
- Salary
- Tax
- Distribution Type
- Priority
- Qualified
- Custom Fields
Action
Write
- Subject
  Required
- Start Date
  Required
- End Date
  Required
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 SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

HelpHelp

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CRM (Customer Relationship Management)

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