When a new client fills out your intake form in Cognito Forms, Make grabs their answers and creates a task in Todoist for your team to review. It also sends the client a personalized welcome email right away — no manual steps needed.
Build your client intake form in Cognito Forms with fields for name, email, company, and project type
Open Make and create a new scenario with 'New Entry' in Cognito Forms as the trigger
Add an action to create a new task in Todoist with the client's name and project details
Add a second action to send a welcome email to the client using their submitted email address
Customize the email body with the client's name and next steps pulled from their form answers
Turn on the scenario and test it with a sample form submission
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut new client response time from hours to minutes and free up time you used to spend on data entry.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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