Connect Cognito Forms and Spaceinvoices to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Create Client
Send Document by Email
Ready to use Cognito Forms and Spaceinvoices automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
Document Updated
Trigger when a document is updated.
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 Client
Create a new client in spaceinvoices.
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Frequently Asked Questions
To start, connect both your Cognito Forms and Spaceinvoices accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Spaceinvoices (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Spaceinvoices. This includes choosing which data fields go into which fields of Spaceinvoices, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Spaceinvoices 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 Spaceinvoices. 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 Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
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