Actionstep + Cognito Forms Integrations
Put Actionstep + Cognito Forms to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Actionstep and Cognito Forms
See the kind of workflows teams build with Actionstep and Cognito Forms below — describe the exact one you want above and the Agent builds it on demand.
Actionstep + Cognito Forms
When a new entry is submitted in Cognito Forms, automatically create a new matter in Actionstep.
Convert form responses into CRM contacts
When a prospect submits a new form response in Cognito Forms, automatically create or update their contact profile in Actionstep.
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Send customer feedback surveys on closed deals
When a deal is marked won in Actionstep, automatically add the customer as a respondent in Cognito Forms to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in Cognito Forms, automatically log the activity under their profile in Actionstep so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with Actionstep and Cognito Forms?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Actionstep and Cognito Forms
Everything Actionstep and Cognito Forms can do inside a workflow — the triggers that start one and the actions that run when it fires.
Actionstep Explore Actionstep →
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
TriggersTriggers when an action/matter is created.
Triggers when a participant/contact is added to an action/matter.
Triggers when a new file note is created.
Triggers when a participant/contact is created.
Triggers when a step change occurs on an action/matter.
Triggers when a new task is created.
Adds a participant to an action/matter.
Creates a new action/matter.
Creates a company contact.
Creates a new file note for an action/matter.
Creates an individual contact.
Creates a task for an action/matter.
Cognito Forms Explore Cognito Forms →
Cognito Forms is an easy-to-use online form builder designed to create custom web forms, collect payments, and manage dynamic submission data.
Knit's Integrations Agent builds Cognito Forms's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Cognito Forms's API.
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Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
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97Display
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AbcSubmit
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AdPage
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Agolix
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AidaForm
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Actionstep + Cognito Forms
Is there a pre-built Actionstep + Cognito Forms automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Actionstep and Cognito Forms's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Actionstep or Cognito Forms connector?
No. The Agent works whether or not Actionstep or Cognito Forms already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in Actionstep?
Yes, inbound responses from Cognito Forms can instantly generate new lead records or deals in Actionstep without manual data entry.
Can I send survey invitations based on deal updates in Actionstep?
Yes, when a deal is won or updated in Actionstep, you can automatically add the contact as a respondent in Cognito Forms to collect feedback.