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eWay-CRM + Cognito Forms Integrations

How to connect eWay-CRM + Cognito Forms

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Supported triggers and actions

What does this mean?
  • eWay-CRM triggers, actions, and search
    Save a Company
    Creates a new company or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Contact
    Creates a new contact or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Deal
    Creates a new deal or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Journal
    Creates a new journal or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Project
    Creates a new project or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Task
    Creates a new task or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Find a Company
    Returns a specified company.
    Action
    Search
  • eWay-CRM triggers, actions, and search
    Find a Contact
    Returns a specified contact.
    Action
    Search
  • eWay-CRM

    Returns a specified deal.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified journal.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified project.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified task.

    Scheduled

    Action

  • eWay-CRM

    Get a drop-down menu value.

    Scheduled

    Action

  • Cognito Forms

    Triggers when someone fills out your form.

    Instant

    Trigger

  • Cognito Forms

    Triggers when an order is created.

    Instant

    Trigger

  • Cognito Forms

    Triggers when a payment is collected.

    Instant

    Trigger

  • Cognito Forms

    Triggers when a refund is issued.

    Instant

    Trigger

  • Cognito Forms

    Triggers when someone updates an entry.

    Instant

    Trigger

  • Cognito Forms

    Creates a new entry.

    Scheduled

    Action

  • Cognito Forms

    Sets the availability of a form.

    Scheduled

    Action

How eWay-CRM + Cognito Forms Integrations Work

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

Cognito Forms Tutorials

About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

Related categories

  • CRM (Customer Relationship Management)
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cognito-forms logo
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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

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