1.Entry updated in Cognito Forms
Integrate Cognito Forms and form submissions to detect updated entries and surface the entry identifier and survey fields.
Update new hire engagement scorecard from form updates
Automatically watch entry updates across Cognito Forms and Google Sheets. Create and update scorecard rows when entry updated, survey fields change, or milestone flags updateβso you can sync current onboarding engagement, keep milestones accurate, and reduce manual scorecard updates.
How this automation updates your engagement scorecard
When survey entries change without a central refresh, coordinators and engagement specialists get stale follow-up data. This automation monitors entry updates and looks up matching rows and updates your Google Sheets scorecardβso your team can act on current engagement scores.
Cognito Formsor swap with your favorite app
2.Lookup row in worksheet
Integrate Google Sheets and spreadsheet mapping tools to find the matching worksheet row and map the form entry number to the lookup key.
Google Sheetsor swap with your favorite app
3.Update scorecard row
Integrate Google Sheets and spreadsheet columns to overwrite non-empty survey values and update milestone flags and row identifiers.
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