Cognito Forms
Gmail
zapier

An automated workflow using zapier

Connects Cognito Forms + Gmail

Send emails through Gmail for new entries on Cognito Forms

About this workflow template

This automation scenario allows you to connect Cognito Forms and Gmail

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Cognito Forms and Gmail can also be integrated using automation tools other than zapier:

Diagram

Send emails through Gmail for new entries on Cognito Forms
Workflow diagram: Cognito Forms + Gmail integration

How it works?

When this trigger fires in Cognito Forms

Cognito Forms

New Entry in Cognito Forms

Triggers when someone fills out your form.

Then this action happens in Gmail

Gmail

Send Email in Gmail

Create and send a new email message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send emails through Gmail for new entries on Cognito Forms.

Part I

Configure Applications

First, we need to connect Cognito Forms and Gmail to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Cognito Forms to Zapier.

    Connect Cognito Forms to Zapier.

    Give Zapier access to your Cognito Forms account, using Cognito Forms credentials.

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Cognito Forms

    Set up a Trigger action for Cognito Forms

    Choose the following trigger: New Entry (Triggers when someone fills out your form.).

  • Then set up an Action for Gmail

    Then set up an Action for Gmail

    Choose this action: Send Email (Create and send a new email message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Cognito Forms and Gmail.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails through Gmail for new entries on Cognito Forms!

Supported triggers and actions

  • Gmail

    New email

    Triggers when a new e-mail appears in the specified mailbox.

    zapierautomateio
    triggerbyzapierautomateio
  • Gmail

    New email matching search

    Triggers when you receive a new email that matches a search string you provide.

    zapier
    triggerbyzapier
  • Gmail

    New labeled email

    Triggers when you label an email.

    zapier
    triggerbyzapier
  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    zapier
    triggerbyzapier
  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

    integromat
    triggerbyintegromat
  • Gmail

    New starred email

    Triggers when you receive a new email and star it within two days.

    zapierautomateio
    triggerbyzapierautomateio
  • Cognito Forms

    Create entry

    Creates a new entry.

    zapierintegromat
    actionbyzapierintegromat
  • Cognito Forms

    Set form availability

    Sets the availability of a form.

    zapierintegromat
    actionbyzapierintegromat
  • Cognito Forms

    Get document

    Gets an entry document.

    integromatzapier
    actionbyintegromatzapier
  • Cognito Forms

    Get file

    Gets a file by id.

    integromat
    actionbyintegromat
  • Cognito Forms

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Cognito Forms

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier

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