Actionstep + Cognito Forms

Create file notes in Actionstep for new entries in Cognito Forms

Keep your notes in order and reduce manual data entry with this workflow that connects Cognito Forms and Actionstep. Whenever a new entry is made in Cognito Forms, it will create a file note in Actionstep. It's an efficient way to ensure all relevant data from your forms is correctly noted and stored, saving you precious time and minimizing room for errors.

Keep your notes in order and reduce manual data entry with this workflow that connects Cognito Forms and Actionstep. Whenever a new entry is made in Cognito Forms, it will create a file note in Actionstep. It's an efficient way to ensure all relevant data from your forms is correctly noted and stored, saving you precious time and minimizing room for errors.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Create File Note

    Creates a new file note for an action/matter.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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  • CRM (Customer Relationship Management)

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cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

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  • Forms & Surveys

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