Connect Cognito Forms and Office 365
Integrate Cognito Forms with Office 365 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New Contact in Office 365
Create form entry in Cognito Forms when New Contact in Office 365
Delete entry from Cognito Forms when New Contact in Office 365
Get Document from Cognito Forms when New Contact in Office 365
Get form entry from Cognito Forms when New Contact in Office 365
Popular Cognito Forms + Office 365 flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
Choose an action
Office 365
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
List forms in Cognito Forms when New Contact in Office 365
Use this flowCreate form entry in Cognito Forms when New Contact in Office 365
Use this flowDelete entry from Cognito Forms when New Contact in Office 365
Use this flowGet Document from Cognito Forms when New Contact in Office 365
Use this flowGet form entry from Cognito Forms when New Contact in Office 365
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Office 365.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
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 Contact
Creates a new contact
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Cognito Forms and Office 365 workflows.
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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 more
About Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Office 365 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cognito Forms and Office 365 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Office 365. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Office 365, and a separate workflow where Office 365 triggers actions in Cognito Forms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cognito Forms and Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
