Connect Cognito Forms and playbook to Build Intelligent Automations
Enable Integrations or automations with these events of Cognito Forms and playbook
Enable Integrations or automations with these events of Cognito Forms and playbook
Actions
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.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Cognito Forms and playbook accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in playbook (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in playbook. This includes choosing which data fields go into which fields of playbook, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and playbook 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 playbook. 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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About playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
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