--- title: "Connect Cognito Forms to Kartra - APIANT.ai" description: "When \"New Entry\" fires in Cognito Forms, your agent runs \"Create New Lead\" in Kartra." canonical: "https://apiant.ai/connect/cognito-forms-to-kartra" --- # Connect Cognito Forms to Kartra When **New Entry** fires in [Cognito Forms](https://apiant.ai/connections/cognito-forms), your agent runs **Create New Lead** in [Kartra](https://apiant.ai/connections/kartra). Describe the whole flow and it is built, tested on every scenario and kept running. Cognito Forms **2** triggers Cognito Forms **10** actions Kartra **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cognito Forms and Kartra 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 Cognito Forms can start in Kartra - When **New Entry** in Cognito Forms then **Create New Lead** in Kartra - When **Updated Entry** in Cognito Forms then **Assign Tag to Lead** in Kartra 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 Cognito Forms and Kartra ## Triggers and actions 2 triggers · 33 actions - 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. - Action **Assign Tag to Lead** Assigns an existing tag to a lead, identified by email address. - Action **Cancel a Subscription** Cancels a recurring payment subscription, found by transaction ID or subscription ID. - Action **Cancel Lead Subscription to Calendar** Cancels a lead's booking in a calendar class. - Action **Create New Lead** Creates a new lead. Fails if a lead with that email already exists. - Action **Edit Lead** Updates an existing lead, found by lead ID or email address. - Action **Edit Subscription** Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited. - Action **Modify Subscription Status** Pauses, resumes or cancels a recurring payment subscription. - Action **Refund a Transaction** Refunds a payment transaction, in full or in part. - Action **Remove Points From a Lead** Deducts points from a lead's score. - Action **Retrieve All the Custom Fields in Your Account** Returns every custom field in the account, with its type and options. - Action **Retrieve All the Lists in Your Account** Returns the names of every list in the account. - Action **Retrieve All the Sequences in Your Account** Returns the names of every sequence in the account. - Action **Retrieve All the Tags in Your Account** Returns the names of every tag in the account. - Action **Retrieve Lead Details** Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email. - Action **Retrieve Subscription Details** Returns the details of one recurring payment subscription. - Action **Retrieve Transaction Details** Returns the details of one payment transaction. - Action **Search Lead** Finds a lead by lead ID or email address and returns the lead's profile. - Action **Subscribe Lead to Calendar** Books a lead into a class on a Kartra calendar. - Action **Subscribe Lead to List** Subscribes a lead to an existing mailing list. - Action **Subscribe Lead to Sequence** Adds a lead to a sequence, starting at the given step. - Action **Unassign Tag From Lead** Removes a tag from a lead, identified by email address. - Action **Unsubscribe Lead From List** Unsubscribes a lead from a mailing list. - Action **Unsubscribe Lead From Sequence** Removes a lead from a sequence. ## Each app on its own - [ **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) - [ **Kartra** Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site...](https://apiant.ai/connections/kartra) Reviews ## What our customers say ## More from Cognito Forms - [ **Cognito Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cognito-forms-to-hubspot) - [ **Cognito Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cognito-forms-to-salesforce) - [ **Cognito Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cognito-forms-to-slack) - [ **Cognito Forms to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cognito-forms-to-google-sheets) - [ **Cognito Forms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cognito-forms-to-gmail) - [ **Cognito Forms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cognito-forms-to-google-calendar) ## More into Kartra - [ **HubSpot to Kartra** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kartra) - [ **Salesforce to Kartra** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kartra) - [ **Slack to Kartra** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kartra) - [ **Google Sheets to Kartra** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kartra) - [ **Gmail to Kartra** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kartra) - [ **Google Calendar to Kartra** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kartra) Questions ## Cognito Forms and Kartra, answered ### ### What can start an automation from Cognito Forms? Any of Cognito Forms's 2 triggers in the catalog, including New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kartra when something happens in Cognito Forms? Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kartra to Cognito Forms? Kartra has no triggers in the catalog today, so automations start in Cognito Forms. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it. ### ### Do I have to build a connector for Cognito Forms or Kartra? 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 Cognito Forms and Kartra 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.