Connect Cognito Forms and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Cognito Forms and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your Cognito Forms and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Clientary 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 Clientary. 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.
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.
Learn MoreAbout Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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