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New entry in Cognito Forms | Format entry date | Find contact in Wealthbox | Create customized Google Doc from template | Create task in Wealthbox | Send email in Gmail

“Anytime a new entry is created in Cognito Forms, format the entry date, find the contact in Wealthbox, create a customized Google Doc from Template, create a task in Wealthbox, and send an email in Gmail.”

Forefront Wealth Partnerscreated by Forefront Wealth Partners
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 7 steps …

  • Step 1 - Trigger

    Anytime a new entry is created in Cognito Forms

  • Step 2 - Action

    Format my data in Formatter by Zapier

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Find contact in Wealthbox CRM

  • Step 5 - Action

    Create document from template in Your App

  • Step 6 - Action

    Create task in Wealthbox CRM

  • Step 7 - Action

    Send email in Your App

    • 3.5 minutes to set up
    • Get back 1.2 hrs /week
    • 128 people use this app pairing

    This Zap uses the following 5 apps

    • Cognito Forms Logo
    • Formatter by Zapier Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect Cognito-Formulare and Formatter by Zapier,
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