1.Monitors new entry submissions
Integrate Cognito Forms and form automation tools to detect new provider questionnaire entries to onboard providers faster.
Create or update provider records from form submissions
Automatically monitor new form entries across Cognito Forms and Salesforce. Create and update provider CRM records and tracking rows when qualifying submissions arriveβso you can match accounts, create contacts, and keep onboarding audits without manual reporting.
How this automation updates provider records with audit trails
When new entries arrive, onboarding data can stay unprocessed and audit trails get lost. This automation formats identifiers and updates Salesforce accounts and contactsβso your team can onboard providers without chasing spreadsheet updates.
Cognito Formsor swap with your favorite app
2.Filters submitted submissions
Integrate Filter by Zapier and Zap conditions to continue only qualifying entries to process submitted submissions.
Filter by Zapieror swap with your favorite app
3.Normalizes identifier fields
Integrate Formatter by Zapier and data transformation tools to normalize and split identifiers to prepare CRM matching.
Formatter by Zapieror swap with your favorite app
4.Updates matched accounts
Integrate Salesforce and CRM account tools to search, map, and update onboarding flags to keep account records current.
Salesforceor swap with your favorite app
5.Finds or creates contacts
Integrate Salesforce and CRM contact tools to link contacts to accounts and set follow-up stage to speed up outreach.
6.Adds a tracking worksheet row
Integrate Microsoft Excel and reporting tables to add audit fields and CRM record IDs to track onboarding and follow-up.
Microsoft Excelor 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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