How to integrate Cognito Forms

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

Description

Cognito Forms is an advanced online form builder that boasts an intuitive, user-friendly interface and the most robust set of free features on the market. Designed from the ground up for today's Internet, the platform delivers extremely powerful features; including document merging, file uploads, repeating sections, save & resume, conditional logic, and integrated payments. Seamlessly embed your forms onto your website, and get notified via email whenever new entries are submitted. 

Check out Cognito Forms here!

Entities

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.
 

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.
 

Step 3.

You will be prompted for the API Key.
 

Step 4.

In the next window check the box for Capture Webhook Response and click the clipboard icon to copy the Webhook URL.

Note: keep this tab open until you get the webhook response after triggering (see next steps).

In another tab or window log in to Cognito Forms and select a form. Select the Submission Settings section from the toolbar at the bottom of the screen. 

Then click Post JSON Data to a Website.

Select the first action (New Entry).

In this case, we are showing you how to connect and integrate "New Reply" data. The process is absolutely the same for  "Edited Reply" data. 

So, if you need to integrate "Edited Reply" data, just do the same process, but select the "Edited Reply" data.  

Paste your Webhook URL into the input field of the first event (Submit Entry Endpoint).

Turn on "Post JSON Data to a Website" if disabled and Save changes.

Fill out and send a new entry for the form. Go back to SyncSpider to verify that your webhook response has been successfully captured. 

This will be indicated through text appearing in the setup window.

Perform Steps 4-7 for the Edited Reply pasting the URL on Cognito Forms into the Update Entry Endpoint input field and testing by editing an existing response. 

Verify new webhook response in SyncSpider.

Finish/Save your new integration.

Cognito Forms is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 

We develop integrations based on the requests and up-votes :) 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!