Cognito Forms + Workiz

Cognito Forms + Workiz integrations

Create Workiz leads from new Cognito Forms entries

Effortlessly manage your leads by connecting Cognito Forms and Workiz. With this workflow, every time you receive a new entry in Cognito Forms, a lead will be created in Workiz, ensuring a seamless process in tracking and handling prospective clients. Stay organized and boost your efficiency by setting up this automation today.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create LeadSchedules a new lead in your Workiz account.
ActionWrite

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More things you can do with Cognito Forms and Workiz

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

- 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
Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It

New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
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
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
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 moreLearn moreHelpHelp

Related categories

Forms & Surveys

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About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking