Cognito Forms + Credit Letters Software

Create Credit Letters Software leads from new Cognito Forms entries

This integration will help you to add new lead in Credit Letters Software when a Cognito Forms form is submitted.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Lead
Finds a lead based on email.
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

Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Write
- LeadRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- Street NumberRequired
- Street NameRequired
- ZipRequired
- State
- City
- SSN
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or 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
Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Update Client
Triggers when a client is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- ClientRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- Email or PhoneRequired
Action
Search
- Email or PhoneRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Search or 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.

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