1.Monitors new form entries
Integrate Cognito Forms and form capture tools to capture submission data and map it to generic client fields.
Create client profile from new form submission instantly
Automatically monitor new client intake submissions across Cognito Forms. Create and update client profiles and onboarding data across Formatter by Zapier, Knack, and Filter by Zapierβso you can start onboarding without manual entry, duplicate checks, or setup delays.
How this automation creates client profiles fast
When intake forms land in an inbox, onboarding work stalls and duplicate records creep in. This automation captures submissions, formats dates, checks your Clients object, filters duplicates, and creates new active client recordsβso your team can onboard immediately.
Cognito Formsor swap with your favorite app
2.Formats submission timestamp
Integrate Formatter by Zapier and date formatting tools to format the submission timestamp to MM-DD-YYYY for client fields.
Formatter by Zapieror swap with your favorite app
3.Checks for existing client record
Integrate Knack and CRM databases to find a matching record in your Clients object by client name or match key.
Knackor swap with your favorite app
4.Continues only for no match
Integrate Filter by Zapier and workflow rules to continue only when no existing client record is found.
Filter by Zapieror swap with your favorite app
5.Creates new active client profile
Integrate Knack and CRM databases to create a new client record, set status to Active, and write submission date.
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Explore all account setup & configuration automations
Accelerate account readiness with automated provisioning, access assignment, and configuration updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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