Access to the Contacts API requires proper authentication. Use the provided API keys or OAuth tokens with the scopes you need (for example, contacts.readonly for viewing and contacts.write for creating or updating records).
Set up a secure outbound connection from Cognito Forms by generating an API key or configuring a webhook/OAuth flow to authorize requests to the Contacts API.
Endpoints you can use for Cognito Forms integration: – GET /contacts/:contactId – GET /contacts/:contactId/tasks – GET /contacts/:contactId/tasks/:taskId – GET /contacts/:contactId/notes – GET /contacts/:contactId/notes/:id – GET /contacts/:contactId/appointments – GET /contacts/ – GET /contacts/business/:businessId – GET /contacts/:contactId/tags – POST /contacts/ – POST /contacts/:contactId/tasks – PUT /contacts/:contactId – PUT /contacts/:contactId/tasks/:taskId – PUT /contacts/:contactId/tasks/:taskId/completed – DELETE /contacts/:contactId – DELETE /contacts/:contactId/tasks/:taskId
Trigger: New form submission in Cognito Forms
Actions: POST /contacts/ to create a contact, then PUT /contacts/:contactId to update; optionally POST /contacts/:contactId/tags to label the record.
POST /contacts/ and PUT /contacts/:contactId
email, firstName, lastName, phone
Trigger: Task data submitted via Cognito Forms
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
taskId, title, dueDate, status
Trigger: Note added in Cognito Forms
Actions: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
GET /contacts/:contactId/notes
id, content, date
Automated data capture reduces manual entry and ensures up-to-date contact records.
Unified view of contact activities (tasks, notes, appointments) in one place.
Fast onboarding of new forms into your CRM without code.
Key elements include Contact, Task, Note, and Appointment. Core processes cover authentication, endpoint usage, data mapping, and automated workflows between Cognito Forms and the Contacts API.
A person in your CRM with identifying fields such as name and email, linked to activities and notes.
A short or long-form comment attached to a contact to capture context or updates.
A to-do item associated with a contact, including status and due date.
A scheduled meeting or call linked to a contact.
Submit Cognito Forms responses to create or update a contact in the CRM automatically.
Create tasks in the CRM from form answers and assign to team members.
Attach notes to contacts based on long-form responses.
Obtain API keys or configure OAuth for secure access to the Contacts API.
Map Cognito Forms fields to Contacts API fields (email, name, etc.).
Run tests to verify data flow and enable automation in production.
Mostly no-code. Use Zapier or similar no-code automation to connect Cognito Forms to Contacts API. Set up a trigger on form submission and map fields to create or update a contact. If you need more control, use API keys and custom webhooks.
Cognito Forms can trigger on form submission or specific field changes. Connect to Contacts API endpoints such as creating contacts or updating tasks based on responses.
Enable retries with exponential backoff. Log errors, verify payload schemas, and test endpoints individually. Use idempotent requests where possible.
Yes. Map custom fields and create or update related records. Ensure proper field mapping so data flows correctly.
Yes, most services impose rate limits. Plan for batching and cadence to stay within limits.
Use staging/test environments and built-in test tools in Cognito Forms and the CRM. Validate data mappings with sample submissions.
API credentials are found in Cognito Forms under account settings or developer section; generate keys or use OAuth credentials.
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Complete Operations Catalog - 126 Actions & Triggers
