Insightly + Google Docs + Cognito Forms Integrations
How to connect Insightly + Google Docs + Cognito Forms
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Do even more with Insightly + Google Docs + Cognito Forms
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, Google Docs, and Cognito Forms. And don’t forget that you can add more apps and actions to create complex workflows.
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New DocumentTriggers when a new document is added (inside any folder).Trigger- Google Docs
Triggers when a new document is added to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Docs
Appends text to an existing document.
Scheduled
Action
- Google Docs
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Scheduled
Action
- Google Docs
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
Scheduled
Action
- Google Docs
Create a new document from text. Also supports limited HTML.
Scheduled
Action
- Google Docs
Search for a specific document by name.
Scheduled
Action
- Google Docs
Finds or creates a specific document.
Scheduled
Action
- Cognito Forms
Triggers when an entry is deleted.
Instant
Trigger
- 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
Updates an entry.
Scheduled
Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
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How Insightly + Google Docs + Cognito Forms Integrations Work
- Step 1: Authenticate Insightly, Google Docs, and Cognito Forms.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.
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