Cognito + Milemarker Integration

Cognito + Milemarker Integration | Own Your Data

Connect Cognito Forms and Milemarker to Automate Data Collection and Workflow Execution

Set Up Your First Integration

Connect Cognito Forms, the powerful online form builder for secure data capture and business automation, with Milemarker to streamline client onboarding, automate form-driven workflows, and ensure structured data flows seamlessly across your systems.

Milemarker integrates with Cognito Forms to automatically capture and route form submissions into your firm’s tech stack. Whether it’s client intake, compliance documents, or internal requests, Milemarker helps turn form data into actionable workflows without the manual effort.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A client submits an onboarding form via Cognito
A compliance questionnaire or disclosure is completed
An internal request form (e.g., service ticket, billing update) is submitted

Add Your Action

An Action is what Milemarker does in response—like:

Syncing form data into your CRM, planning tool, or compliance tracker
Creating tasks or notifications for your operations or service team
Logging documents or responses into centralized storage or audit systems

You're Connected!

Once integrated, Milemarker turns Cognito Forms into an automated entry point for firmwide workflows—ensuring every submission leads to timely action, compliance tracking, and system-wide updates.

⚙️ Supported Data and Workflow Channels via Cognito Forms

- Custom Forms with Conditional Logic
- Client & Internal Submissions

- Attachments, Signatures, and File Uploads
- Secure Form Data & Workflow Triggers

Why Choose Milemarker?

Automated Data Workflows

Eliminate data silos and manual handoffs across departments

Flexible, No-Code Setup

Easily configure field mapping and automation rules

Secure & Scalable

Supports sensitive data capture with enterprise-grade compliance

Streamline Form-Driven Processes with Cognito Forms + Milemarker

If your firm uses Cognito Forms to gather critical client or team data, Milemarker turns that information into action—automating next steps, syncing platforms, and accelerating productivity across your business.

Let’s connect Cognito Forms and Milemarker today.