Connect Cognito Forms and PDF Gate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Upload PDF
Create PDF from URL/HTML
Get Document Details
Delete Document
Flatten PDF
Extract PDF Form Data
Compress PDF
Protect PDF
Add Watermark
Create Envelope
Get Envelope
Send Envelope
Ready to use Cognito Forms and PDF Gate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
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.
Upload PDF
Upload or convert files to PDF
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Frequently Asked Questions
To start, connect both your Cognito Forms and PDF Gate accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in PDF Gate (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in PDF Gate. This includes choosing which data fields go into which fields of PDF Gate, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and PDF Gate 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 PDF Gate. 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.
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