--- title: "Connect Apollo and Cognito Forms - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Get Document\" in Cognito Forms, or \"New Entry\" in Cognito Forms to \"Create Contact\" in Apollo." canonical: "https://apiant.ai/connect/apollo-to-cognito-forms" --- # Connect Apollo and Cognito Forms When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Get Document** in [Cognito Forms](https://apiant.ai/connections/cognito-forms), or **New Entry** in Cognito Forms to **Create Contact** in Apollo. Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** 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 Apollo 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 Apollo and Cognito Forms can do together ### From Apollo to Cognito Forms - When **Account Updated** in Apollo then **Get Document** in Cognito Forms - When **Contact Updated** in Apollo then **Create Entry** in Cognito Forms ### From Cognito Forms to Apollo - When **New Entry** in Cognito Forms then **Create Contact** in Apollo - When **Updated Entry** in Cognito Forms then **Create Deal** in Apollo 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 Apollo and Cognito Forms ## Triggers and actions 6 triggers · 20 actions - Trigger **Account Updated** Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **Contact Updated** Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Account** Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Contact** Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **Find Contact** Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Get Account** Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - 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 - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **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 Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-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 ## Apollo and Cognito Forms, answered ### ### What can start an automation from Apollo? Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. 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 Apollo? 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 Apollo? Yes. When something happens in Cognito Forms, your agent can act in Apollo too. This page covers both directions: Cognito Forms's triggers and Apollo's actions are listed here as well. ### ### Do I have to build a connector for Apollo 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 Apollo 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.