Cognito Forms currently provides 2 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
New Entry
Triggers when a new form entry is submitted.
Entry Updated
Triggers when an existing form entry is updated.
Create Entry
Creates a new entry.
Update Entry
Update an existing entry.
Delete Entry
Deletes a specified entry.
Get Entry
Gets a specified entry.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Cognito Forms event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Entry
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Cognito Forms action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Entry
Combine Cognito Forms with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
New Entry
Finishes with
Create Entry, then preserve the outcome in Coherence
The exact authentication fields depend on Cognito Forms. The workflow structure stays straightforward:
Authorize the Cognito Forms account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Cognito Forms or provide a complementary trigger or action.
Cognito Forms currently provides 2 triggers that can start a workflow and 5 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Cognito Forms currently lists 2 triggers and 5 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Cognito Forms triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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