Cut new client response time from hours to under 5 minutes and save 90 minutes/week on data entry.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build your client intake form in Cognito Forms with fields for name, email, company, and project type
Step 2: Open Make and create a new scenario with 'New Entry' in Cognito Forms as the trigger
Step 3: Add an action to create a new task in Todoist with the client's name and project details
Step 4: Add a second action to send a welcome email to the client using their submitted email address
Step 5: Customize the email body with the client's name and next steps pulled from their form answers
Step 6: Turn on the scenario and test it with a sample form submission
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
