1.Captures new entry submission
Integrate Cognito Forms and form intake tools to capture submission data and trigger project creation.
Create project records with annual subrecords from forms
Automatically create project records from new programme orders submitted in Cognito Forms across Salesforce and Microsoft Outlook. Send confirmation emails, enrich contact and account data, and generate yearly subrecords when submissions arriveβso you can avoid manual project setup, follow-up, and paperwork.
How this automation creates complete project records
When new programme order entries come in, delays can leave projects unassigned and submitters without confirmation. This automation finds or creates contacts and accounts, builds opportunity projects with yearly subrecords, and sends confirmation emailsβso you can launch each programme faster.
Cognito Formsor swap with your favorite app
2.Find or create contact record
Integrate Salesforce, CRM tools, and contact syncing to match by email and to find or create a contact.
Salesforceor swap with your favorite app
3.Build formatted account and project name
Integrate Formatter by Zapier and data formatting tools to combine organization and submitter names and to prepare project naming.
Formatter by Zapieror swap with your favorite app
4.Update or create account and link contact
Integrate Salesforce and CRM tools to map account fields and to link the contact to the account.
5.Create opportunity project and attach documents
Integrate Salesforce and project record tools to create the primary project opportunity with dates, owner, and attachments.
6.Create yearly subrecords per programme year
Integrate Looping by Zapier and workflow iteration tools to iterate programme years and to create yearly subprojects.
Looping by Zapieror swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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