--- title: "Connect Cognito Forms to Tower CRM - APIANT.ai" description: "When \"New Entry\" fires in Cognito Forms, your agent runs \"Create Contact\" in Tower CRM." canonical: "https://apiant.ai/connect/cognito-forms-to-tower-crm" --- # Connect Cognito Forms to Tower CRM When **New Entry** fires in [Cognito Forms](https://apiant.ai/connections/cognito-forms), your agent runs **Create Contact** in [Tower CRM](https://apiant.ai/connections/tower-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Cognito Forms **2** triggers Cognito Forms **10** actions Tower CRM **12** 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 Tower CRM 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 Tower CRM - When **New Entry** in Cognito Forms then **Create Contact** in Tower CRM - When **Updated Entry** in Cognito Forms then **Update Contact** in Tower CRM 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 Tower CRM ## Triggers and actions 2 triggers · 22 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 **Add Company** Creates a new company record. - Action **Create Contact** Creates a new contact. - Action **Find and Update or Create Contact** Finds a contact by email. If found, updates the fields you supply (unless updating is turned off); otherwise creates a new contact. - Action **Find and Update or Create Deal** Finds an existing deal by policy number, title, contact, or insured name — updates it if found, creates it if not. - Action **Get Company** Retrieves a single company by id. - Action **Get Contact** Retrieves a single contact by id. - Action **Get Deal** Retrieves a single deal by its ID. - Action **List Companies** Lists companies in the Tower CRM workspace, newest first, optionally filtered by name or creation date. - Action **List Contacts** Lists contacts in the workspace, most recently updated first, optionally filtered by email, created date or updated date. - Action **Update Company** Updates whitelisted fields on an existing company by id. - Action **Update Contact** Updates whitelisted fields on an existing contact by id. - Action **Update Deal** Updates whitelisted fields on an existing deal by id. ## 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) - [ **Tower CRM** Tower CRM is a modern CRM for managing contacts, companies, deals, and automations — built for fast-moving...](https://apiant.ai/connections/tower-crm) 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 Tower CRM - [ **HubSpot to Tower CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tower-crm) - [ **Salesforce to Tower CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tower-crm) - [ **Slack to Tower CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tower-crm) - [ **Google Sheets to Tower CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tower-crm) - [ **Gmail to Tower CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tower-crm) - [ **Google Calendar to Tower CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tower-crm) Questions ## Cognito Forms and Tower CRM, 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 Tower CRM when something happens in Cognito Forms? Any of Tower CRM's 12 actions, including Create Contact, Update Company, Update Contact and Update Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tower CRM to Cognito Forms? Tower CRM has no triggers in the catalog today, so automations start in Cognito Forms. If you need the other direction, ask: your agent reads Tower CRM's API documentation and adds it. ### ### Do I have to build a connector for Cognito Forms or Tower CRM? 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 Tower CRM 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.