--- title: "Connect ActiveTrail and Cognito Forms - APIANT.ai" description: "When \"Contact Added to Group\" fires in ActiveTrail, your agent runs \"Get Document\" in Cognito Forms." canonical: "https://apiant.ai/connect/activetrail-to-cognito-forms" --- # Connect ActiveTrail and Cognito Forms When **Contact Added to Group** fires in [ActiveTrail](https://apiant.ai/connections/activetrail), your agent runs **Get Document** in [Cognito Forms](https://apiant.ai/connections/cognito-forms), or **New Entry** in Cognito Forms to **Add Contact to Group** in ActiveTrail. Describe the whole flow and it is built, tested on every scenario and kept running. ActiveTrail **4** triggers ActiveTrail **15** actions Cognito Forms **2** triggers Cognito Forms **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveTrail and Cognito Forms to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ActiveTrail and Cognito Forms can do together ### From ActiveTrail to Cognito Forms - When **Contact Added to Group** in ActiveTrail then **Get Document** in Cognito Forms - When **Contact Updated** in ActiveTrail then **Create Entry** in Cognito Forms ### From Cognito Forms to ActiveTrail - When **New Entry** in Cognito Forms then **Add Contact to Group** in ActiveTrail - When **Updated Entry** in Cognito Forms then **Add email campaign** in ActiveTrail Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ActiveTrail and Cognito Forms ## Triggers and actions 6 triggers · 25 actions - Trigger **Contact Added to Group** Triggers when a contact is added to a group (any group). - Trigger **Contact Removed From Group** Triggers when a contact is removed from a group (any group). - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from receiving further emails. - Trigger **Contact Updated** Triggers when a contact record in ActiveTrail is updated via the API (status or details). - Action **Add Contact to Group** Add a new or an existing contact to a specific group (The new contact will be created if not already exists). - Action **Add email campaign** Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft. - Action **Add group** Creates a new group in your ActiveTrail account and returns it. - Action **Add order** Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products. - Action **Add template** Create a template in My Templates. - Action **Delete group** Deletes a group from the ActiveTrail account. - Action **Find Group** Returns up to 100 groups whose name matches the search term. - Action **Get email campaign** Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data. - Action **Get group** Get a group's details (name, contact counts, creation date) by its id. - Action **Get order** Returns a commerce order by your store's order id. - Action **Get template** Returns one of your My Templates by id: its name, subject and category. - Action **List email campaigns** Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range. - Action **List groups** Lists the groups in the ActiveTrail account, optionally filtered by group name. - Action **Remove Contact From Group** Removes a contact from an ActiveTrail group. The contact itself stays in the account. - Action **Update group** Rename an existing ActiveTrail group. - Trigger **New Entry** Triggers when a new entry is submitted to the selected form. - Trigger **Updated Entry** Triggers when an entry on the selected form is updated. - Action **Create Entry** Creates a new entry on a Cognito Forms form with the field values you supply. - Action **Delete Entry** Deletes an entry from a Cognito Forms form. - Action **Get Document** Generates and returns a document for a form entry from one of the form's document templates, including a link to download the file. - Action **Get Entry** Returns a single entry from a Cognito Forms form, including all of its field values. - Action **Get Form Entries** Returns the entries submitted to a form, with each entry's field values. - Action **Get form fields** Returns the list of fields defined on a Cognito Forms form, including each field's name, type and settings. - Action **Get form schema** Returns the JSON schema of a form, describing each of its fields and their types. - Action **List forms** Returns all forms in your Cognito Forms organization, with each form's id and name. - Action **Set Form Availability** Sets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable. - Action **Update Entry** Updates an existing entry on a form, changing only the field values you supply. ## Each app on its own - [ **ActiveTrail** ActiveTrail is a marketing automation platform designed to help you maintain active relationships with...](https://apiant.ai/connections/activetrail) - [ **Cognito Forms** Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their...](https://apiant.ai/connections/cognito-forms) Reviews ## What our customers say ## More from ActiveTrail - [ **ActiveTrail to WoopSocial** WoopSocial is a social media management platform that helps you manage multiple accounts, automate...](https://apiant.ai/connect/activetrail-to-woopsocial) - [ **ActiveTrail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activetrail-to-hubspot) - [ **ActiveTrail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activetrail-to-salesforce) - [ **ActiveTrail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activetrail-to-slack) - [ **ActiveTrail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/activetrail-to-google-sheets) - [ **ActiveTrail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activetrail-to-gmail) ## More into Cognito Forms - [ **ActiveCampaign to Cognito Forms** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cognito-forms) - [ **Airtable to Cognito Forms** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cognito-forms) - [ **Asana to Cognito Forms** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cognito-forms) - [ **ClickUp to Cognito Forms** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-cognito-forms) - [ **Brevo to Cognito Forms** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cognito-forms) - [ **Calendly to Cognito Forms** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cognito-forms) Questions ## ActiveTrail and Cognito Forms, answered ### ### What can start an automation from ActiveTrail? Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cognito Forms when something happens in ActiveTrail? Any of Cognito Forms's 10 actions, including Create Entry, Update Entry, Get Document and Get Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cognito Forms to ActiveTrail? Yes. When something happens in Cognito Forms, your agent can act in ActiveTrail too. This page covers both directions: Cognito Forms's triggers and ActiveTrail's actions are listed here as well. ### ### Do I have to build a connector for ActiveTrail or Cognito Forms? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ActiveTrail and Cognito Forms without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.