Integrations Cognito Forms accountedge
Cognito Forms + accountedge

Connect Cognito Forms and accountedge to Build Intelligent Automations

Choose a Trigger

Cognito Forms

When this happens...

Choose an Action

accountedge

Automatically do this!

Enable Integrations or automations with these events of Cognito Forms and accountedge

Enable Integrations or automations with these events of Cognito Forms and accountedge

Actions

List forms

List forms

Get a list of all forms in your Cognito Forms account.

Create form entry

Create form entry

Create a new submission in the selected Cognito Form to save the respondent's details.

Delete entry

Delete entry

Delete an entry from Cognito Forms.

Get Document

Get Document

Retrieve the document created from a Cognito Forms entry so you can save or share it.

Get form entry

Get form entry

Retrieve a single entry from a Cognito form to view its submitted responses.

Request a new Action for Cognito Forms

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Frequently Asked Questions

How do I start an integration between Cognito Forms and accountedge?

To start, connect both your Cognito Forms and accountedge accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in accountedge (or vice versa).

Can we customize how data from Cognito Forms is recorded in accountedge?

Absolutely. You can customize how Cognito Forms data is recorded in accountedge. This includes choosing which data fields go into which fields of accountedge, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cognito Forms and accountedge?

The data sync between Cognito Forms and accountedge typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cognito Forms to accountedge?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cognito Forms and accountedge?

Yes, you can set conditional logic to control the flow of data between Cognito Forms and accountedge. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Cognito Forms

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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accountedge

About accountedge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

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