Cognito Forms + Projekly Integration

Connect Cognito Forms to Projekly in 1 click

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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
  • Projekly
    Task is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
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2.

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Ready Workflows Ready Workflows   for Cognito Forms + Projekly Integration

Just click on the workflow you want to automate

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

Create Projekly client for new Cognito Forms entry

When someone completes your Cognito Forms, a new client is automatically created in your Projekly. 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 client, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Projekly integration set up makes it easy to manage your customer relationships and grow your business.
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Cognito Forms + Projekly Integration

Create Projekly task for new Cognito Forms entry

Automatically creating a Projekly 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 Projekly 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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Automations

Top 10 Most Popular Cognito Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Smartsheet logo
Create Smartsheet row for new Cognito Forms entry
Activate
Cognito Forms logo
Salesforce logo
Create Salesforce record for new Cognito Forms entry
Activate
Cognito Forms logo
Trello logo
Create Trello card for new Cognito Forms entry
Activate
Cognito Forms logo
Microsoft Excel logo
Create Microsoft Excel row for new Cognito Forms entry
Activate
Cognito Forms logo
Monday.com logo
Create Monday.com item for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate
Cognito Forms logo
Zoho CRM logo
Create Zoho CRM module for new Cognito Forms entry
Activate
Cognito Forms logo
Online Live Support logo
Send Online Live Support message for new Cognito Forms entry
Activate
Cognito Forms logo
ActiveCampaign logo
Create ActiveCampaign contact for new Cognito Forms entry
Activate
Cognito Forms logo
ClickUp logo
Create ClickUp task for new Cognito Forms entry
Activate
Cognito Forms logo
Google Calendar logo
Create Google Calendar event for new Cognito Forms entry
Activate

Top 10 Most Popular Projekly Automations from
Integrately Community

Most popularmost-popular-automations
01
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
02
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
03
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
04
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
05
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
cloud
Projekly
app integration
06
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
07
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
08
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
09
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
10
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
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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Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or Projekly With 1400+ Other Apps

Cognito Forms
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.
Projekly
Projekly
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.