When update entry in Cognito Forms, sync it to AgencyZoom.

When an entry is updated in Cognito Forms, sync the updated information to AgencyZoom.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

AgencyZoom Explore AgencyZoom →

Triggers

New contact or lead

Fires when a new contact or lead is added to AgencyZoom.

Contact updated

Fires when a field on a contact changes in AgencyZoom.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in AgencyZoom.

Deal won

Fires when a deal is marked won in AgencyZoom.

Actions

Create or update contact

Creates or updates a contact in AgencyZoom.

Create deal

Creates a new deal in AgencyZoom.

Update record stage

Moves a deal or record to a new stage in AgencyZoom.

Log activity

Logs a call, email, or note against a record in AgencyZoom.

Cognito Forms Explore Cognito Forms →

Triggers

New form response

Fires when a form is submitted in Cognito Forms.

Survey completed

Fires when a respondent finishes a survey in Cognito Forms.

Response updated

Fires when an existing response is edited in Cognito Forms.

Actions

Create or update form

Creates or updates a form or survey in Cognito Forms.

Retrieve a response

Looks up a specific form response in Cognito Forms.

Add a respondent

Adds a respondent or contact to a form in Cognito Forms.

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 AgencyZoom. See details

Send customer feedback surveys on closed deals When a deal is marked won in AgencyZoom, automatically add the customer as a respondent in Cognito Forms to gather post-sale feedback. See details

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 AgencyZoom so reps see customer sentiment. See details

See all AgencyZoom + Cognito Forms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When update entry in Cognito Forms, sync it to AgencyZoom.” between AgencyZoom and Cognito Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches AgencyZoom and Cognito Forms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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 AgencyZoom?

Yes, inbound responses from Cognito Forms can instantly generate new lead records or deals in AgencyZoom without manual data entry.

Can I send survey invitations based on deal updates in AgencyZoom?

Yes, when a deal is won or updated in AgencyZoom, you can automatically add the contact as a respondent in Cognito Forms to collect feedback.