Connect Cognito Forms and Solve CRM
Integrate Cognito Forms with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create form entry in Cognito Forms when New Company in Solve-crm
Get Document from Cognito Forms when New Company in Solve-crm
Create form entry in Cognito Forms when New Contacts in Solve CRM
Get Document from Cognito Forms when New Contacts in Solve CRM
Create form entry in Cognito Forms when New Tagged Contact in Solve-crm
Popular Cognito Forms + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create form entry in Cognito Forms when New Company in Solve-crm
Use this flowGet Document from Cognito Forms when New Company in Solve-crm
Use this flowCreate form entry in Cognito Forms when New Contacts in Solve CRM
Use this flowGet Document from Cognito Forms when New Contacts in Solve CRM
Use this flowCreate form entry in Cognito Forms when New Tagged Contact in Solve-crm
Use this flowGet Document from Cognito Forms when New Tagged Contact in Solve-crm
Use this flowCreate form entry in Cognito Forms when Update Contact in Solve CRM
Use this flowGet Document from Cognito Forms when Update Contact in Solve CRM
Use this flowList forms in Cognito Forms when New Company in Solve-crm
Use this flowDelete entry from Cognito Forms when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Create a Company
Creates a new company record in Solve360.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cognito Forms and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Cognito Forms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cognito Forms and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
