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Question

Cognito forms - issuing a reminder based on cognito data

  • 21 November 2023
  • 3 replies
  • 30 views
K

I have created a RMA form that tracks Returns for our company.  If a return has not been touched in 20 days, I would like to send a reminder to our customer that a return is pending and might be cancelled if we do not receive the merch back.  Is there a way to:

  1. weekly, start a task that reviews records in the RMA form in cognito
  2. sends a reminder email to our customer if the date sent is 20+ days old
  3. sends a note to the sales team to follow up if it is more than 30 days old

Not sure how to spin the records in the cognito form (database) on a weekly basis using Zapier.  Cognito does not offer this functionality.  

 

Thanks. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @khlevin 

Good question.

 

You may want to take a different approach using Airtable.

Log and manage all the Cognito Forms submissions in Airtable.

Airtable has Views, which are segments of data. (sort, filter, group, show/hide fields, reorder fields, etc.)

Views can be used to trigger Airtable Automations or Zaps.

Airtable Automations have a native integration with Gmail.

 

###

 

The Schedule Zap app can be used to trigger Zaps on a set schedule: https://zapier.com/apps/schedule/integrations

 

Available Cognito Forms Zap actions: https://zapier.com/apps/cognito-forms/integrations#triggers-and-actions

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
K

Thanks for your help Troy.  I looked at the Airtable site.  They don’t have an integration with CognitoForms.   I will be asking them if I missed the integration…

It doesn’t look like the schedule zap can spin all records in the table to determine age.  I am not sophisticated enough to use the API calls.  

Appreciate your help.  

 

Troy Tessalone
Userlevel 7
Badge +14

@khlevin 

You would use a Zap to send data from Cognito Forms to Zapier.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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