
When this happens...
Automatically do this!
Enable Integrations or automations with these events of Cognito Forms and HelloSign
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.
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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 HelloSign accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in HelloSign (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in HelloSign. This includes choosing which data fields go into which fields of HelloSign, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and HelloSign 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 HelloSign. 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 MoreHelloSign is an easy-to-use electronic signature platform that allows individuals and businesses to securely sign, send, and manage legally binding documents online. It streamlines workflows, ensures compliance, and integrates seamlessly with popular tools like Google Drive, Dropbox, and Salesforce.
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