Cognito Forms + Follow Up Boss

Create tasks in Follow Up Boss for new entries in Cognito Forms

Easily stay on top of new entries from Cognito Forms by setting up this automation. When a new entry is received in Cognito Forms, a task will be created in Follow Up Boss, allowing you to prioritize and manage your tasks efficiently. Keep your work organized and never miss an important entry again with this seamless workflow.

Easily stay on top of new entries from Cognito Forms by setting up this automation. When a new entry is received in Cognito Forms, a task will be created in Follow Up Boss, allowing you to prioritize and manage your tasks efficiently. Keep your work organized and never miss an important entry again with this seamless workflow.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Task

    Create a task for a contact.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

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.
Learn more

Related categories

  • Forms & Surveys

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follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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