
When this happens...

Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Triggers when a new Expense is created.
This action creates a new invoice.
Action is the task that follows automatically within your Cognito Forms integrations.
Get a list of all forms in your Cognito Forms account.
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete an entry from Cognito Forms.
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Retrieve a single entry from a Cognito form to view its submitted responses.
Create a company in Axonaut via API

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cognito Forms and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Axonaut typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cognito Forms and Axonaut . 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 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.
Learn MoreAxonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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