Connect Cognito Forms and Preset Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
Enable Integrations or automations with these events of Cognito Forms and Preset Cloud
Enable Integrations or automations with these events of Cognito Forms and Preset Cloud
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.
List All Teams
Retrieve all teams in the connected Preset Cloud account.
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Frequently Asked Questions
To start, connect both your Cognito Forms and Preset Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Preset Cloud (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Preset Cloud. This includes choosing which data fields go into which fields of Preset Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Preset Cloud 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 Preset Cloud. 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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
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