Make

Trigger multi-step workflows that create files, update records, and notify teams.

Built by Cognito Forms Built by Cognito Forms

Make is a no-code automation platform that helps teams connect apps and build multi-step workflows without writing code. Connecting to Cognito Forms turns each submission into actions that automatically create records, generate documents, store files, and send updates.

Move data from forms into your tools—create records, route approvals and signatures, store files, and keep teams informed in real time.

  • Reduce manual data entry
  • Faster approvals and handoffs
  • Fewer missed follow-ups

Use this integration to:

  • Create CRM records and contacts
  • Save PDFs and uploads to cloud
  • Send emails, messages, and alerts

Use this integration when you

Use Make to create records and files from entries, route approvals and signatures, log payments and customer details, and kick off onboarding or support tasks.

Commonly used on:

How It Works

  1. Log in to Make
    1. Create a new scenario in your dashboard
  2. Choose Cognito Forms as the Trigger
    1. Choose any action listed, like “Watch New Entries”
    2. Connect to your form
  3. Add Modules
    1. Select actions like sending an email, adding a row in Sheets, or saving files
  4. Map Form Fields
    1. Use data from the form to fill fields in each connected app
  5. Test the Scenario
    1. Run a test entry and confirm each step works
  6. Activate the Scenario
    1. Turn it on for real-time automation

Still need help? Check out our Make support article.

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