Cognito Forms + Flowlu Integration

Integrate Cognito Forms to Flowlu in one click, or tell Integrately AI how you want each submission handled. Send data into tasks, update your CRM accounts, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
Arrow Right
2.
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready Workflows Ready Workflows for Cognito Forms + Flowlu Integration

Capture form entries, create tasks, update CRM accounts, and track projects, all in just one click.

Most popular automationsmost-popular-automations
Cognito Forms + Flowlu Integration

Create Flowlu task for new Cognito Forms entry

Automatically creating a Flowlu task for every new Cognito Forms entry not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no entry will fall through the cracks and that your Flowlu team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Cognito Forms + Flowlu Integration

Create Flowlu contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Flowlu. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Flowlu integration set up makes it easy to manage your customer relationships and grow your business.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cognito Forms + Flowlu flow

Extend your automation stack by connecting your favorite communication, spreadsheet, and finance tools. Pick a combination and activate it in one click.

Cognito Forms
Flowlu
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
TrelloTrello (3)
C
G
F
Add every new Cognito Forms entry to your Google Sheets spreadsheet, and create a task in Flowlu.
Form entries log instantly in Google Sheets and open as new tasks in Flowlu, keeping your records updated without manual data entry.
C
G
F
Log updated Cognito Forms entries in Google Sheets and update the matching project in Flowlu.
Changes made to form entries update your Google Sheets rows and Flowlu projects instantly, preventing outdated information.
C
G
F
If a Cognito Forms entry contains a specific service request, log it in Google Sheets and create a project in Flowlu.
Service requests route directly into Google Sheets and generate specialized Flowlu projects based on submitted criteria.
C
C
G
F
Use ChatGPT to summarise new Cognito Forms entries, log the summary in Google Sheets, and create a Flowlu task.
ChatGPT analyzes incoming form submissions, saving structured summaries in Google Sheets and opening actionable Flowlu tasks.

Supported triggers and actions for Cognito Forms and Flowlu

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
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Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
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No action is available
Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
Try it →
Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
Try it →
Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
Try it →
Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
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Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Search opportunity source in Flowlu
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
Try it →

What can you automate with Cognito Forms + Flowlu?

Streamline your intake and project management processes by automating routine tasks between Cognito Forms and Flowlu.

What you can automate?
🚀
Turn every form entry into an active task
Every Cognito Forms submission immediately creates a new task or project in Flowlu. Eliminate manual transcription and start executing work the moment a client submits a form.
📋
Capture every submitted custom field
Map all form answers into your Flowlu records instead of just basic contact info. Your project database becomes a complete resource for client requirements and details.
🔔
Alert your team instantly on submission
Notify team members in Slack or Gmail the moment a new form entry is received. Ensure quick response times for high-priority inquiries and service requests.
🔀
Route submissions based on form answers
Create different Flowlu tasks or opportunities depending on specific options selected in your Cognito Forms entries. Automatically assign work to the correct department.
🔄
Keep records updated as details change
When an entry is updated in Cognito Forms, automatically sync the changes to your Flowlu tasks, projects, or contacts to prevent outdated project scopes.
🔍
Prevent duplicates with smart lookups
Search existing Flowlu accounts before creating new records. Update existing contacts or organizations instead of cluttering your workspace with duplicates.
💳
Handle billing and order workflows
When form orders are submitted, automatically generate corresponding invoices and financial records in Flowlu and connected accounting platforms.
🔗
Extend your flow to communication tools
Connect your core Cognito Forms and Flowlu workflow with Slack or Gmail to send client confirmations and team alerts automatically.
And much more...

Who is Cognito Forms + Flowlu integration for?

Connecting Cognito Forms and Flowlu eliminates manual data transfer for teams managing incoming submissions, projects, and client records.

Business Analysts
Business Analysts
Sales Managers
Sales Managers
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Project Coordinators
Project Coordinators
Operations Teams
Operations Teams
📈
Business Analysts
You're reviewing form submission metrics but your reports only update when someone manually exports entries, so the submission counts you're tracking are always a few hours behind — with this integration, every new entry lands in your records instantly and your data stays current.
Sales Managers
You need to act fast on incoming client leads, but submissions sit unassigned until someone checks the form dashboard hours later — this integration means every new entry triggers an immediate task in your workplace and your team responds without delay.
🤝
Account Managers
You answer to clients who expect prompt project updates, but project creation depends on manual copy-pasting from form submissions — automating both apps means every client request opens a project record immediately and client reviews run smoothly.
📊
Customer Support Teams
The volume of inbound support forms is too high for anyone to keep up with by hand, leading to missed tickets and delayed responses — connecting these apps means every form submission generates a tracked task automatically and your queue stays clear.
⚙️
Project Coordinators
You own the project execution phase and depend on someone upstream to hand over form details, but handoffs are frequently delayed — this integration means every submitted form automatically creates the necessary project and your work starts on time.
🗂️
Operations Teams
You need a reliable audit history of all client submissions and keep finding gaps where manual entry was missed — automating both apps means every single form entry and project update is logged accurately without omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Cognito Forms + Flowlu

Build and manage your Cognito Forms + Flowlu automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cognito Forms + Flowlu with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Cognito Forms to Flowlu?
Frequently Asked Questions
You can connect Cognito Forms to Flowlu instantly using 1-click automations or Integrately AI. Choose from ready-made templates to sync your form submissions with Flowlu, Google Sheets, Slack, and 1,500+ other apps.
Can I automatically create Flowlu tasks from Cognito Forms entries?
Frequently Asked Questions
Can I connect Cognito Forms, Flowlu, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cognito Forms and Flowlu?
Frequently Asked Questions
How does Cognito Forms handle custom fields during automation?
Frequently Asked Questions
Can I update existing Flowlu projects when a form entry changes?
Frequently Asked Questions
Do I need coding skills to build Cognito Forms and Flowlu workflows?
Frequently Asked Questions
Is the Cognito Forms and Flowlu integration free?
Frequently Asked Questions
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You Can Also Connect Cognito Forms or Flowlu With 1500+ Other Apps

Cognito Forms
Popular Cognito Forms Integrations
Connect Cognito Forms to email tools, form builders, and CRM platforms to capture and route submissions efficiently.
Flowlu
Popular Flowlu Integrations
Sync Flowlu with accounting, project management, and reporting tools to keep data working across your stack.
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Flowlu Integrations arrow right
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