Connect Cognito Forms and Harvestr to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Create Message
Create Company
List Users
List Companies
List Components
List Discoveries
List Discovery States
List Messages
List Feedback
List Companies Attributes
List Users Attributes
Create User
Update User
Update Company
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user created.
New Company
Tiggers when a new company Cretaed.
Company Updated
Triggers when a new Company Update.
New Discoveries
Tiggers when a new discoveries created.
New Messages
Tiggera when a new message Cretaed.
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 Message
Creates a new message in your inbox.
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Frequently Asked Questions
To start, connect both your Cognito Forms and Harvestr accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Harvestr (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Harvestr. This includes choosing which data fields go into which fields of Harvestr, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Harvestr 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 Harvestr. 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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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