An automated workflow using integromat
Connects Cognito Forms + Coda
Save new Cognito Forms entries to a Coda doc
About this workflow template
This automation scenario allows you to connect Cognito Forms and Coda
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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.
Categories
Cognito Forms and Coda can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cognito Forms
Watch new entries in Cognito Forms
Triggers when a new entry is submitted to your form
Then this action happens in Coda
Create a Row in Coda
Creates a new row in a selected table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new Cognito Forms entries to a Coda doc.
Part I
Configure Applications
First, we need to connect Cognito Forms and Coda to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cognito Forms to Make.com.
Give Make.com access to your Cognito Forms account, using Cognito Forms credentials.
Connect Coda to Make.com.
Give Make.com access to your Coda account, using Coda credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Cognito Forms
Choose the following trigger: Watch new entries (Triggers when a new entry is submitted to your form).
Then set up an Action for Coda
Choose this action: Create a Row (Creates a new row in a selected table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cognito Forms and Coda.
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 Save new Cognito Forms entries to a Coda doc!
Related Automation Templates
Supported triggers and actions
New entry
Triggers when someone fills out your form.
triggerbyzapierpabbly-connectWatch new entries
Triggers when a new entry is submitted to your form
triggerbyintegromatUpdate entry
Triggers when someone updates an entry.
triggerbyzapierintegromatpabbly-connectNew order
Triggers when an order is created.
triggerbyzapierNew payment
Triggers when a payment is collected.
triggerbyzapierNew refund
Triggers when a refund is issued.
triggerbyzapier
Create row
Creates a new row in the selected table.
actionbyzapierintegratelypabbly-connectCopy doc
Creates a copy of the specified Coda doc.
actionbyzapierintegratelypabbly-connectpipedreamFind row
Search for a Coda Row in the selected table using a column match search.
actionbyzapierpipedreamUpdate a row
Updates a specified row in the table.jj
actionbyintegromatpipedreamList columns
Returns a list of columns in a table.
actionbyintegromatpabbly-connectpipedreamList docs
Returns a list of Coda docs accessible by the user. These are returned in the same order as on the docs page: reverse chronological by the latest event relevant to the user (last viewed, edited, or shared).
actionbyintegromatpipedream
Apps you need
Coda is a cloud-based document editor that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas, enabling teams to create personalized documents for meetings, brainstorming sessions, customer feedback, and to-do lists.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
