Cognito Forms + Actionstep Integrations
Put Cognito Forms + Actionstep to work with AI and enterprise-grade automation
Learn more about Cognito Forms integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between Cognito Forms and Actionstep
See the kind of workflows teams build with Cognito Forms and Actionstep below — describe the exact one you want above and the Agent builds it on demand.
Cognito Forms + Actionstep
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 Cognito Forms and Actionstep?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Cognito Forms and Actionstep
Everything Cognito Forms and Actionstep can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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.
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
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97Display
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AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Affinity
Affinity is a relationship intelligence CRM built for investment professionals to automatically capture network interactions and deal flow.
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 Cognito Forms + Actionstep
Is there a pre-built Cognito Forms + Actionstep automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Cognito Forms and Actionstep's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Cognito Forms or Actionstep connector?
No. The Agent works whether or not Cognito Forms or Actionstep 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.