Cognito Forms + SmartSuite

Cognito Forms + SmartSuite integrations

Find and manage new Cognito Forms entries with SmartSuite records

When a new entry is created in Cognito Forms, let this workflow do the work of locating the matching record in SmartSuite. Ensure seamless data management and save time by not having to manually search for matching entries. Ideal for businesses seeking a streamlined approach to updating and maintaining their databases.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Find a Record in SmartSuiteFind a SmartSuite Record by field match or SmartSuite search syntax.
ActionWrite

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More things you can do with Cognito Forms and SmartSuite

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

- 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
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It

- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  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
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
- Table
  Required
Action
Write
- Solution
  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 SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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