Connect Cognito Forms and finmo to Build Intelligent Automations

Choose a Trigger

Cognito Forms

When this happens...

Choose an Action

finmo

Automatically do this!

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

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

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 finmo?

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

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

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

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

The data sync between Cognito Forms and finmo 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 finmo?

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 finmo?

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

About finmo

Finmo manages the end to end mortgage process.

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