Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Sheets
Trigger: Perform a Function
Cognito Forms
Action: Select an action
1. Select a trigger
  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action
  • Creates a new entry.

  • Deletes an entry.

  • Gets the current status of an import and returns the number of successful and unsuccessful entries.

  • Import form entries from CSV or Excel files. Supports creating new entries, updating existing entries, or syncing entries.

  • Set a form's availability.

  • Updates an entry.

  • Upload a file to be used with an entry.

Select a trigger and an action

Create workflow (opens in a new tab)