Send intake questionnaires when appointments are scheduled

When a new customer books in Agendize, add them as a respondent in Cognito Forms so they receive a pre-meeting survey.

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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.

Agendize Explore Agendize →

Triggers

New booking made

Fires when a new booking or appointment is made in Agendize.

Booking rescheduled or canceled

Fires when a booking in Agendize is changed or canceled.

New customer

Fires when a new customer books for the first time in Agendize.

Actions

Create a booking

Creates a new booking or appointment in Agendize.

Cancel or reschedule a booking

Cancels or moves a booking in Agendize.

Create or update a customer

Creates or updates a customer record in Agendize.

Add the booking to a calendar

Adds a booking from Agendize to a connected calendar.

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.

Schedule appointments directly from intake form submissions When a user submits a qualifying response in Cognito Forms, automatically create a booking in Agendize with their submitted contact details. See details

Update client records when survey responses change When a client updates their survey details in Cognito Forms, update their customer record in Agendize so hosts have current information. See details

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

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FAQ

Common questions

Can Knit build “Send intake questionnaires when appointments are scheduled” between Agendize and Cognito Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Agendize 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.

How does linking Cognito Forms and Agendize streamline appointment booking?

When clients complete intake surveys in Cognito Forms, their details are passed into Agendize to automatically create appointment bookings.

Can new bookings in Agendize send intake forms in Cognito Forms?

Yes, booking a new meeting in Agendize can add the client as a respondent in Cognito Forms so intake forms go out ahead of time.