Cognito Forms + Zoho CRM + Short.io Integrations

How to connect Cognito Forms + Zoho CRM + Short.io

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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Zoho CRM, and Short.io. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It

- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
- DomainRequired
- Original URLRequired
Action
Write
- Link IDRequired
Action
Write
- Link IDRequired
- Expiration Date
- Click limit
- Expiration URL
Action
Write
- Link IDRequired
- CountryRequired
- Original URLRequired
Action
Write
- Domain IDRequired
- Link Limit
- Start date
- End date
- Page Token
Action
Write

- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- IdRequired
- FormRequired
Action
Write
- Welcome
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- DomainRequired
Trigger
Scheduled
Try It
- Domain NameRequired
- Long URLRequired
- Path
- Title
- Link Expiration Time
- Cloaking
- Link Expired URL
- Password
- Allow Duplicates
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
- Folder ID
Action
Write
- Domain IDRequired
Action
Write
- Domain IDRequired
- Link IDRequired
- Start Date
- End Date
Action
Write
- PathRequired
- Domain nameRequired
Action
Write
- Link IDRequired
- Original URL
- Path
- Title
- Link Expiration Time
- Cloaking
- Link Expired URL
- Password
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
Action
Write

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How Cognito Forms + Zoho CRM + Short.io Integrations Work

Step 1: Authenticate Cognito Forms, Zoho CRM, and Short.io.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cognito Forms + Zoho CRM + Short.io

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 Help

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Formdesk

Forms & Surveys

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation

Insightly

CRM (Customer Relationship Management)

About Short.io

Short.io is a white label link shortener, which allows you to create short links on your own domain.

Learn more Help

Related categories

URL Shortener

Get started for free

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Cognito Forms + Zoho CRM + Short.io Integrations

How to connect Cognito Forms + Zoho CRM + Short.io

Do even more with Cognito Forms + Zoho CRM + Short.io

Entry Deleted

New Order

FormRequired

New Refund

FormRequired

Create Entry

FormRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

Get Link by Long URL

DomainRequired

Original URLRequired

Delete a Link

Link IDRequired

Expire a Link

Link IDRequired

Expiration Date

Click limit

Expiration URL

Create Country Targeting for a Link