Integrations Cognito Forms Connecteam
Cognito Forms + Connecteam

Connect Cognito Forms and Connecteam to Build Intelligent Automations

Choose a Trigger

Cognito Forms

When this happens...

Choose an Action

Connecteam

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Ready to use Cognito Forms and Connecteam automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggers when a new user is created.

User Updated

User Updated

Triggers when an existing user updated.

User Archived

User Archived

Triggers when user was archived in the system.

User Restored Archived

User Restored Archived

Triggers when user was restored from archived .

User Deleted

User Deleted

Triggers when an existing user deleted.

User Promoted

User Promoted

Triggers when an existing user was promoted from 'user' to 'admin'.

Request a new Trigger for Cognito Forms

Do thisActions

Action is the task that follows automatically within your Cognito Forms integrations.

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.

Create User

Create User

Create a new user

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Frequently Asked Questions

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

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

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

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

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

The data sync between Cognito Forms and Connecteam 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 Connecteam?

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 Connecteam?

Yes, you can set conditional logic to control the flow of data between Cognito Forms and Connecteam. 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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Connecteam

About Connecteam

Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.

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