Connect Microsoft Word and Cognito Forms to Build Intelligent Automations
Ready to use Microsoft Word and Cognito Forms automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Word integrations.
Create Document
Creates a new Microsoft Word document from a template or blank.
Get all documents
Get an all existing document.
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.
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Frequently Asked Questions
To start, connect both your Microsoft Word and Cognito Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Cognito Forms (or vice versa).
Absolutely. You can customize how Microsoft Word data is recorded in Cognito Forms. This includes choosing which data fields go into which fields of Cognito Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Word and Cognito Forms 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 Microsoft Word and Cognito Forms. 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 Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Learn MoreAbout 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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