Logo CognitoFormsCLIAPI@1.3.1Logo ZapierFormatterCLIAPI@1.0.7Logo ZapierFormatterCLIAPI@1.0.7Logo WealthboxCLIAPI@1.58.0Logo GoogleDocsV2CLIAPI@1.3.2Logo WealthboxCLIAPI@1.58.0Logo GoogleMailV2CLIAPI@2.5.1

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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Les entreprises, grandes et petites, font confiance

This Zap works in 7 steps

  • 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

  • Logo Cognito Forms
  • Logo Formatter by Zapier

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