Insightly + Cognito Forms + Process Street Integrations

How to connect Insightly + Cognito Forms + Process Street

Zapier lets you send info between Insightly, Cognito Forms, and Process Street automatically—no code required.

When this happens...

automatically do this...

then do this!

Free 14-day trial

5,000+ supported apps

Do even more with Insightly + Cognito Forms + Process Street

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 Process Street. 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
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It

- FormRequired
  Choose the form you'd like to watch for new payments.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It

- IdRequired
- FormRequired
Action
Write
- Api Docs Info
  API docs for Cognito Forms are located here http://help.cognitoforms.com/webhooks
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Data SetRequired
  Only trigger for new records added to this data set.
Trigger
Instant
Try It
- Data SetRequired
  Only trigger for records updated in this data set.
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
- Task
  This will be populated once a workflow is selected (matches any task if left blank).
Trigger
Instant
Try It
- Data SetRequired
  Select the data set that you want to add to.
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
  The email address of the assignee.
- Due Date
  The workflow run's due date.
- Shared
  Whether or not the workflow run is shared (i.e. can be seen without logging in).
Action
Write
- Data SetRequired
  Select the data set that you want to search.
Action
Search
- Data SetRequired
  Select the data set that you want to add to.
Action
Search or write

- 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
- FormRequired
  Choose the form you'd like to watch for new orders.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new refunds.
Trigger
Instant
Try It
- FormRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
  The form for which the document is to be generated.
- Entry IdRequired
  The Id of the entry for which the document is generated.
- Template NumberRequired
  The number of the document template to be used.
Action
Search
- Data SetRequired
  Only trigger for records deleted from this data set.
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
- Author
  The email address of the author of the attachment (matches any author if left blank).
Trigger
Instant
Try It
- Workflow
  If you want to use form fields, you need to select a workflow on this step.
- Author
  The email address of the author of the comment (matches any author if left blank).
Trigger
Instant
Try It
- WorkflowRequired
Action
Write
- Data SetRequired
  Select the data set that you want to delete from.
- Data Set RecordRequired
  Provide the ID of the record that you want to delete.
Action
Write
- Data SetRequired
  Select the data set that you want to update.
- Data Set RecordRequired
  Provide the ID of the record that you want to update.
Action
Write
- Workflow Run ID
- Workflow
- Workflow run name
  The full or partial name of a workflow run.
- Workflow run status
- Assigned to
  The email address of the assignee (matches any assignee if left blank).
- Due date
  The workflow run's due date.
Action
Search
- Workflow Run ID
- WorkflowRequired
- Workflow run name
  The full or partial name of a workflow run.
- Workflow run status
- Assigned to
  The email address of the assignee (matches any assignee if left blank).
- Due date
  The workflow run's due date.
Action
Search or write

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How Insightly + Cognito Forms + Process Street Integrations Work

Step 1: Authenticate Insightly, Cognito Forms, and Process Street.
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 Insightly + Cognito Forms + Process Street

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)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation

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

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Formdesk

Forms & Surveys

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Learn more

Related categories

Project Management

Similar apps

Checkvist

Task Management

Manifestly Checklists

Product Management

SafetyCulture

Product Management

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Insightly + Cognito Forms + Process Street Integrations

How to connect Insightly + Cognito Forms + Process Street

Do even more with Insightly + Cognito Forms + Process Street

Deleted Record

Updated Field on Record

Insightly ObjectRequired

Create Record

Insightly ObjectRequired

Find Record

Insightly ObjectRequired

Search ByRequired

Search ValueRequired

New Entry

FormRequired

New Payment

FormRequired

Update Entry

FormRequired

Update Entry

IdRequired

FormRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Data Set Record Created

Data SetRequired

Data Set Record Updated

Data SetRequired

New Workflow Run

Workflow

New Task Checked

Workflow

Task

Create Data Set Record

Data SetRequired

Update Workflow Run

WorkflowRequired

Workflow Run IDRequired

Workflow Run Name

Workflow Run Status

Assign to

Due Date

Shared

Find Data Set Records

Data SetRequired

Create Data Set Record if it doesn't exist yet

Data SetRequired

New Record

Insightly ObjectRequired

Updated Record

Insightly ObjectRequired

Update Record

Insightly ObjectRequired

Entry Deleted

FormRequired

New Order

FormRequired

New Refund

FormRequired

Create Entry

FormRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

Get Document

FormRequired

Entry IdRequired

Template NumberRequired

Data Set Record Deleted

Data SetRequired

New Attachment

Workflow

Author