Cognito Forms + ScoreCEO

Add ScoreCEO leads from new Cognito Forms entries

Automatically create a ScoreCEO lead whenever there is a new Cognito Forms entry,

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Add New Lead
Will add new customer in system from outer source
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
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- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

Added Affiliate
Triggers when Added New Affiliate in your portal.
Trigger
Polling
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Added Consumer Invoice
Triggers when Added Consumer Invoice by System or by CRO.
Trigger
Polling
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Updated Affiliate
Triggers when Updated an Affiliate in your portal.
Trigger
Polling
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Updated Lead
Triggers when a lead is updated in our system.
Trigger
Polling
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- Office NameRequired
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- DOB
- Zip
- Address
- Phone
- ContactNumber
- CellPhone
Action
Write
- First Name
- Last Name
- EmailRequired
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- IsOutSourced
- PreventOnHold
- ConsumerComments
- CampaignName
- SelectedCampaigns
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Zip
- Next Billing Date
- Next Dispute Date
- Billing Status
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- Is OutSourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

- 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
- FormRequired
- IdRequired
Action
Search
Added Consumer
Triggers when Added Consumer into your portal using add existing consumer.
Trigger
Polling
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Added Lead
Triggers when Added New Lead into your portal.
Trigger
Polling
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Updated Consumer
Triggers when Update Consumer when a customer is changed in portal.
Trigger
Polling
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Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- ZipRequired
- PlanRequired
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Home Phone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- DOB
- Address
- Zip
- Contact Number
- Cell Phone
Action
Write
- EmailRequired
- First Name
- Last Name
- Status
- Billing Status
- Zip
- DOB
- Address
- HomePhone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

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