Integrations Cognito Forms Membrain
Cognito Forms + Membrain

Connect Cognito Forms and Membrain to Build Intelligent Automations

Choose a Trigger

Cognito Forms

When this happens...

Choose an Action

Membrain

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Sales Project Won

Sales Project Won

Triggers when a sales project is won.

Request a new Trigger for Cognito Forms

Do thisActions

Action is the task that follows automatically within your Cognito Forms integrations.

List forms

List forms

Get a list of all forms in your Cognito Forms account.

Create form entry

Create form entry

Create a new submission in the selected Cognito Form to save the respondent's details.

Delete entry

Delete entry

Delete an entry from Cognito Forms.

Get Document

Get Document

Retrieve the document created from a Cognito Forms entry so you can save or share it.

Get form entry

Get form entry

Retrieve a single entry from a Cognito form to view its submitted responses.

Create Company

Create Company

Creates a new company

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Frequently Asked Questions

How do I start an integration between Cognito Forms and Membrain?

To start, connect both your Cognito Forms and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Membrain (or vice versa).

Can we customize how data from Cognito Forms is recorded in Membrain?

Absolutely. You can customize how Cognito Forms data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cognito Forms and Membrain?

The data sync between Cognito Forms and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cognito Forms to Membrain?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cognito Forms and Membrain?

Yes, you can set conditional logic to control the flow of data between Cognito Forms and Membrain. 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.

Cognito Forms

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.

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Membrain

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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