Connect Cognito Forms and planso to Build Intelligent Automations

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Cognito Forms

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planso

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Enable Integrations or automations with these events of Cognito Forms and planso

Enable Integrations or automations with these events of Cognito Forms and planso

Actions

List forms

List forms

Get a list of all forms in your Cognito Forms account.

Create form entry

Create form entry

Create a new submission in the selected Cognito Form to save the respondent's details.

Delete entry

Delete entry

Delete an entry from Cognito Forms.

Get Document

Get Document

Retrieve the document created from a Cognito Forms entry so you can save or share it.

Get form entry

Get form entry

Retrieve a single entry from a Cognito form to view its submitted responses.

Request a new Action for Cognito Forms

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Frequently Asked Questions

How do I start an integration between Cognito Forms and planso?

To start, connect both your Cognito Forms and planso accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in planso (or vice versa).

Can we customize how data from Cognito Forms is recorded in planso?

Absolutely. You can customize how Cognito Forms data is recorded in planso. This includes choosing which data fields go into which fields of planso, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cognito Forms and planso?

The data sync between Cognito Forms and planso typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cognito Forms to planso?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cognito Forms and planso?

Yes, you can set conditional logic to control the flow of data between Cognito Forms and planso. 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

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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planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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