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Insightly + Cognito Forms + Google Docs Integrations

How to connect Insightly + Cognito Forms + Google Docs

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Do even more with Insightly + Cognito Forms + Google Docs

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 Insightly, Cognito Forms, and Google Docs. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Insightly ObjectRequired

      Filter by Object Name

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

      Filter by Object Name

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Insightly ObjectRequired

      Pick which type of object you want to search for.

    • Search ByRequired

    • Search ValueRequired

    Action
    Search
    • Insightly ObjectRequired

      Filter by Object Name

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

      Filter by Object Name

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • FormRequired

      Choose the form you'd like to watch for new entries.

    Trigger
    Instant
    Try It

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How Insightly + Cognito Forms + Google Docs Integrations Work

  1. Step 1: Authenticate Insightly, Cognito Forms, and Google Docs.
    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
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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cognito-forms logo
cognito-forms logo

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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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn more

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