
When this happens...
New Account
New Contact
Contact Updated

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List forms
Create form entry
Delete entry
Get Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new account is created
Triggers when a new contact is created
Triggers when an existing account is updated
Action is the task that follows automatically within your Apollo integrations.
Creates a new account
Creates a new contact to your team's Apollo account.
Creates a new deals for an Apollo account
Creates a new task
Update an existing account
Find contact by combinations of names, job titles, employers (company names), and email addresses.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Apollo and Cognito Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Cognito Forms (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Cognito Forms. This includes choosing which data fields go into which fields of Cognito Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Cognito Forms typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apollo and Cognito Forms. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreCognito 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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