Cognito Forms + Apex27 Integration

Integrate Apex27 to Cognito Forms in one click, or tell Integrately AI how you want each submission handled. Create contacts, organise property requirements, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Apex27
    Task is created in Apex27 Instant
  • Apex27
    Listing is updated in Apex27 Instant
  • Apex27
    Listing is deleted in Apex27 Instant
  • Apex27
    Offer is created in Apex27 Instant
  • Apex27
    Offer is updated in Apex27 Instant
  • Apex27
    Offer is Deleted in Apex27 Instant
  • Apex27
    Valuation is created in Apex27 Instant
  • Apex27
    Valuation is updated in Apex27 Instant
  • Apex27
    Viewing is created in Apex27 Instant
  • Apex27
    Viewing is updated in Apex27 Instant
  • Apex27
    Viewing is deleted in Apex27 Instant
  • Apex27
    Listing is created in Apex27 Instant
  • Apex27
    Task is updated in Apex27 Instant
  • Apex27
    Task is deleted in Apex27 Instant
  • Apex27
    Lead is deleted in Apex27 Instant
  • Apex27
    Lead is updated in Apex27 Instant
  • Apex27
    Contact is deleted in Apex27 Instant
  • Apex27
    Contact is Updated in Apex27 Instant
  • Apex27
    Contact is created in Apex27 Instant
  • Apex27
    Lead is created in Apex27 Instant
Arrow Right
2.
  • Apex27
    Delete contact in Apex27
  • Apex27
    Create lead in Apex27
  • Apex27
    Delete lead in Apex27
  • Apex27
    Create task in Apex27
  • Apex27
    Update task in Apex27
  • Apex27
    Search task in Apex27
  • Apex27
    Delete task in Apex27
  • Apex27
    Create contact in Apex27
  • Apex27
    Update contact in Apex27
  • Apex27
    Search contact in Apex27
  • Apex27
    Create viewing in Apex27
  • Apex27
    Create listing in Apex27
  • Apex27
    Update listing in Apex27
  • Apex27
    Update viewing in Apex27
  • Apex27
    Search listing in Apex27
  • Apex27
    Search viewing in Apex27
  • Apex27
    Update lead in Apex27
  • Apex27
    Search lead in Apex27
  • Apex27
    Upload image for listing in Apex27

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Ready Workflows Ready Workflows for Apex27 + Cognito Forms Integration

Capture form submissions, create contacts, organise property requirements, update records, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Cognito Forms + Apex27 Integration

Create Apex27 contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Apex27. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Apex27 integration set up makes it easy to manage your customer relationships and grow your business.
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Cognito Forms + Apex27 Integration

Create Apex27 task for new Cognito Forms entry

It's important to stay on top of your customer relationships, and one way to do that is to create Apex27 tasks for new Cognito Forms entrys received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Apex27 task for new Cognito Forms entry received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Apex27 + Cognito Forms flow

Send follow-up emails, notify team members on messaging apps, and sync records across your entire stack. Pick a combination and activate it in one click.

Cognito Forms
Apex27
+
GmailGmail (4)
+
WhatsAppWhatsApp (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
Google DriveGoogle Drive (4)
+
XeroXero (4)
C
A
G
Create an Apex27 contact from every Cognito Forms entry, and send a confirmation email in Gmail.
New Cognito Forms submissions immediately create contacts in Apex27 while Gmail sends a confirmation email, eliminating manual data entry.
C
A
G
When a Cognito Forms entry is submitted, create an Apex27 lead and notify your sales team in Gmail.
Form submissions become Apex27 leads instantly with notification emails sent via Gmail so your team can respond without delay.
C
A
G
If a Cognito Forms entry is marked urgent, create a priority task in Apex27 and email the manager in Gmail.
Urgent form submissions trigger priority Apex27 tasks and alert managers via Gmail, ensuring high-priority requests receive immediate attention.
C
A
G
When a Cognito Forms entry is updated, update the matching Apex27 contact and send confirmation via Gmail.
Updated form submissions automatically refresh Apex27 contacts and notify stakeholders in Gmail to keep everyone aligned.

Supported triggers and actions for Cognito Forms and Apex27

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
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Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
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No action is available
Apex27
Apex27 Triggers & Actions
Instant
Task is created in Apex27
Triggers when a task is created
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Instant
Listing is updated in Apex27
Triggers when a listing is updated
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Instant
Listing is deleted in Apex27
Triggers when a listing is deleted
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Instant
Offer is created in Apex27
Triggers when an offer is created
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Instant
Offer is updated in Apex27
Triggers when an offer is updated
Try it →
Instant
Offer is Deleted in Apex27
Triggers when an offer is deleted
Try it →
Instant
Valuation is created in Apex27
Triggers when a valuation is created
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Instant
Valuation is updated in Apex27
Triggers when a valuation is updated
Try it →
Instant
Viewing is created in Apex27
Triggers when a viewing is created
Try it →
Instant
Viewing is updated in Apex27
Triggers when a viewing is updated
Try it →
Instant
Viewing is deleted in Apex27
Triggers when a viewing is deleted
Try it →
Instant
Listing is created in Apex27
Triggers when a listing is created
Try it →
Instant
Task is updated in Apex27
Triggers when a task is updated
Try it →
Instant
Task is deleted in Apex27
Triggers when a task is deleted
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Instant
Lead is deleted in Apex27
Triggers when a lead is deleted
Try it →
Instant
Lead is updated in Apex27
Triggers when a lead is updated
Try it →
Instant
Contact is deleted in Apex27
Triggers when a contact is deleted
Try it →
Instant
Contact is Updated in Apex27
Triggers when a contact is updated
Try it →
Instant
Contact is created in Apex27
Triggers the automation when a new contact is created
Try it →
Instant
Lead is created in Apex27
Triggers when a lead is created
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Delete contact in Apex27
Delete a contact
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Create lead in Apex27
Create a lead
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Delete lead in Apex27
Delete a lead
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Create task in Apex27
Create a task
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Update task in Apex27
Update a task
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Search task in Apex27
Search for a task
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Delete task in Apex27
Delete a task
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Create contact in Apex27
Adds a new contact to the database
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Update contact in Apex27
Updates contact information with new details
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Search contact in Apex27
Finds and retrieves contact information
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Create viewing in Apex27
Schedules a new viewing
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Create listing in Apex27
Creates a new listing
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Update listing in Apex27
Updates product information on the listing page
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Update viewing in Apex27
Updates a viewing
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Search listing in Apex27
Searches for a listing
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Search viewing in Apex27
Searches for a viewing
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Update lead in Apex27
Updates the lead information
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Search lead in Apex27
Retrieves information for a particular lead
Try it →
Upload image for listing in Apex27
Adds images to your listing
Try it →

What can you automate with Apex27 + Cognito Forms?

Eliminate manual data entry by connecting form submissions directly to your real estate CRM and workflow management tools.

What you can automate?
🔄
Sync every form submission directly to your CRM
Turn website form entries into active Apex27 contacts and leads automatically the moment a user submits their information. Remove manual copy-pasting from your daily routine entirely.
📋
Capture every submitted custom form field
Map complex form answers, property preferences, and budget details into corresponding Apex27 contact and lead fields instead of losing valuable data in email notifications.
🔔
Alert your team instantly on new inquiries
Trigger instant team notifications on messaging apps or email whenever a prospective buyer or seller completes a website form on Cognito Forms.
🔀
Route leads based on form selections
Send residential enquiries to one sales channel and commercial valuation requests to another based on specific dropdown options selected in your Cognito Forms entries.
🔄
Keep contact records updated automatically
When clients modify their details by updating an existing form entry, your corresponding Apex27 contact records reflect those changes instantly.
🛡️
Prevent duplicate contact creation
Search existing database records before creating new entries so repeat form submitters update their current Apex27 profile instead of spawning duplicates.
📅
Manage property viewings and valuations
Convert viewing and valuation booking form submissions into scheduled Apex27 viewing appointments and tasks without manual calendar scheduling.
📁
Extend your workflow to external storage and finance tools
Send form attachments to Google Drive folders or create customer accounting records in Xero as soon as your Apex27 contact is successfully established.
And much more...

Who is Apex27 + Cognito Forms integration for?

Real estate brokers, agents, and administrative teams streamline client onboarding, lead capture, and property management without manual data transfer.

Sales directors and managers
Sales directors and managers
Estate agents and brokers
Estate agents and brokers
Property administrators
Property administrators
Operations coordinators
Operations coordinators
Lettings negotiators
Lettings negotiators
Compliance officers
Compliance officers
📈
Sales directors and managers
You're reviewing lead conversion metrics in Apex27 but form submission data sits trapped in Cognito Forms until someone manually exports it, so your performance reports are always outdated — with this integration, every new entry populates your CRM instantly and your pipeline metrics stay current.
Estate agents and brokers
You need to contact prospective buyers the moment they submit a property inquiry on your website, but manual data entry delays your outreach by hours — with this integration, every form submission creates an Apex27 lead instantly so you can engage clients right away.
📋
Property administrators
You're manually copying tenant details from form responses into Apex27 contact records every day, leading to transcription errors and missing fields — with this integration, all submission fields transfer automatically and your database remains immaculate.
🔄
Operations coordinators
You manage high volumes of property valuation requests through web forms, and manual tracking causes bookings to slip through the cracks — with this integration, every submission generates an Apex27 valuation record and notifies your team without manual intervention.
🤝
Lettings negotiators
You depend on website forms to capture rental applications, but waiting for manual handoffs from your admin team slows down property viewings — with this integration, every rental inquiry creates a viewing task in Apex27 the second the form is submitted.
🗂️
Compliance officers
You need an unbroken audit trail of all client inquiries and property documents, but manual record-keeping leaves gaps in your client history — with this integration, every form entry and attached file is logged reliably across your systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Cognito Forms + Apex27

Build and manage your Cognito Forms + Apex27 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cognito Forms + Apex27 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Apex27 to Cognito Forms?
Frequently Asked Questions
You can connect Apex27 to Cognito Forms easily using 1-click automations on Integrately, with support for Gmail, WhatsApp, and 1,500+ other apps. Use ready templates or ask Integrately AI to build the workflow and map the fields for you.
Can I automatically create Apex27 contacts from Cognito Forms submissions?
Frequently Asked Questions
Can I connect Apex27, Cognito Forms, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Apex27 and Cognito Forms?
Frequently Asked Questions
How does Apex27 handle contact and lead data during automation?
Frequently Asked Questions
Can Cognito Forms trigger updates in Apex27 when entries change?
Frequently Asked Questions
Do I need coding skills to automate Apex27 and Cognito Forms?
Frequently Asked Questions
Is the Apex27 and Cognito Forms integration free?
Frequently Asked Questions
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You Can Also Connect Apex27 or Cognito Forms With 1500+ Other Apps

Apex27
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Cognito Forms
Popular Cognito Forms Integrations
Sync Cognito Forms with spreadsheet apps, project management software, and document storage tools to keep collected data accessible.