Connect Cognito Forms and Orderspace to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Create Customer
Create Dispatch
Create Order
Create a Price List
Update Inventory Levels
Ready to use Cognito Forms and Orderspace automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch is created.
New Invoice
Triggers when a new invoice is created.
New Order
Triggers when a new order is created.
New Payment
Triggers when a new payment is created.
New Product
Triggers when a new product 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 Customer
Creating a new customer
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Frequently Asked Questions
To start, connect both your Cognito Forms and Orderspace accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Orderspace (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Orderspace. This includes choosing which data fields go into which fields of Orderspace, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Orderspace 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 Orderspace. 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 Orderspace
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
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