Salesflare + Cognito Forms Integrations

How to connect Salesflare + Cognito Forms

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Supported triggers and actions

What does this mean?

- Tag
Trigger
Scheduled
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Scheduled
Try It
- WorkflowRequired
  Select the workflow to trigger on.
- Event
  Select the event to trigger on.
Trigger
Scheduled
Try It
- AccountRequired
  Specify the ID of the account you want to add a contact to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- ContactRequired
  Specify the ID of the contact you want to add to the account. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
Action
Write
- Name
- Update if Account Already Exists
  Use existing account if an account with that name already exists.
- Website
  Fill out the website to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write

- Name
- Email
  Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- AccountRequired
  Specify the ID of the account you want to add a note to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- BodyRequired
- Note Date
Action
Write

- DescriptionRequired
- Account
  Specify the ID of the account you want to link the task to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Reminder Date
- Assignees
Action
Write
- AccountRequired
  Specify the ID of the account you want to update. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Name
- Website
  Fill out the website to search account info automatically.
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- OpportunityRequired
  Specify the ID of the opportunity you want to update. If you are not getting the Opportunity ID from a previous step, you can add a "Find Opportunity" step to find it.
- Name
- Account
  Specify the ID of the account you want to update an opportunity from. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
- Phone Number
- Account
  Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Tag
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Domain
- Tag
- Update if Account Already Exists
  Use existing account if an account with that name already exists.
- Website
  Fill out the website to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Search or 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
- 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

- Tag
- Type
  Trigger on Customers or on My contacts (including those gathered in the background)?
Trigger
Scheduled
Try It
- Account
  Provide the Account ID, not the Name here.
- Type
Trigger
Scheduled
Try It
- WorkflowRequired
  Select the workflow to trigger on.
- Step NumberRequired
  Specify the number of the step to trigger on. This number is listed in front of the workflow step name when editing a workflow in Salesflare. (e.g. "1. Send an email" is step number 1)
- EventRequired
  Select the event to trigger on.
Trigger
Scheduled
Try It
- AccountRequired
  Specify the ID of the account you want to add a user to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- UserRequired
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
  Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
  Specify the ID of the person you want to add as a participant. If you are not getting the Person ID from a previous step, you can add a "Find Person" step to find it.
Action
Write
- Name
- Link to Existing or New Account
  Specify the ID of the account you want to link the opportunity to. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it -or- create a new account below.
- Account Name
  Required if you did not link to an existing account using the field above.
- Account Website
  Fill out to search account info automatically.
- Contact Name
  Create a contact linked to the account. (if the contact with the email address already exists it will be linked to the account).
- Contact Email
  Fill out to search contact info automatically.
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- WorkflowRequired
  Select the workflow to remove the contact from.
- ContactRequired
  Specify the ID of the contact you want to remove from the workflow. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
- Met Goal?Required
  Indicate whether the contact is exiting the workflow while meeting the goal or not.
Action
Write
- ContactRequired
  Specify the ID of the contact you want to update. If you are not getting the Contact ID from a previous step, you can add a "Find Contact" step to find it.
- Name
- Email
  Fill out the email address to search contact info automatically.
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Write
- Id
- Name
  This field needs to match exactly (case sensitive).
- Domain
- Tag
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Account
  Specify the ID of the account you want to find an opportunity for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
  This field needs to match exactly (case sensitive).
- Email
  Fill out the email address to search contact info automatically. If a contact with the same email address already exists the contact will be updated.
- Phone Number
- Account
  Specify the ID of the account you want to find a contact for. If you are not getting the Account ID from a previous step, you can add a "Find Account" step to find it.
- Tag
- First Name
- Last Name
- Tag
- Picture
  Fill out a URL pointing to a picture for the contact.
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
  Fill out custom field name on the left and value on the right. Visit the Settings > Custom Fields screen to find the correct field names or to create new fields. Works for predefined and custom fields.
Action
Search or 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 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
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
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

How Salesflare + Cognito Forms Integrations Work

Step 1: Authenticate Salesflare 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.

Connect apps

Connect Salesflare + Cognito Forms

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Learn more

Related categories

CRM (Customer Relationship Management)

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

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Salesflare + Cognito Forms Integrations

How to connect Salesflare + Cognito Forms

Connect your apps and automate workflows

New Account

Tag

New Opportunity

Owner

Assignee

Stage

Tag

Min Value

Max Value

New Workflow Event

WorkflowRequired

Event

Add Contact to Account

AccountRequired

ContactRequired

Create Account

Name

Update if Account Already Exists

Website

Contact Name

Contact Email

Description

Email

Tag

Phone Number

Street

Zip

City

State/Region

Country

Size

Picture

Social Profile

Custom Fields

Create Contact

Name

Email

First Name

Last Name

Tag

Picture

Birthdate

Phone Number

Mobile Phone Number

Home Phone Number

Fax Number

Street

Zip

City

State/Region

Country

Social Profile

Position Role

Position Organisation

Custom Fields

Create Internal Note

AccountRequired

BodyRequired

Note Date

Create Task

DescriptionRequired

Account

Reminder Date

Assignees

Update Account

AccountRequired

Name

Website

Description

Email

Tag

Phone Number

Street

Zip

City

State/Region

Country