Zapier is a web automation platform that makes it easy for non-developers to connect their web services together, saving time and improving productivity. With Zapier, you can connect your Cognito Forms to thousands of apps; including Google Drive, Trello, QuickBooks, DropBox, and more.
If you are ready to use Zapier to automate and integrate your Cognito forms, get started now. For additional help and more specific assistance with Zapier’s overall interface, refer to Zapier’s help documentation or get in touch with their support team.
Tips
Only Owners and Administrators of an organization can authorize a connection to Zapier.
Key terms
- App – An app is a web service or application, such as Cognito Forms, Trello, or Google Docs.
- Zap – A Zap is a link between your applications.
- Task – A task is an action that your Zap performs. For each action your Zap performs, one task will be used. In the example below, one task would be used for each subscriber Zapier sent to MailChimp for you.
Triggers
A trigger is the event that starts a Zap. For example, if you wanted to create a new subscriber in MailChimp whenever a new form is submitted, the new form entry is the Trigger. Cognito Forms triggers include:
- New Entry – Triggers when someone performs an action to change an entry from Incomplete to another status.
- Update Entry – Triggers when someone updates an entry (excluding entries with a status of Incomplete, such as entries that have not yet been submitted, or entries saved via Save and Resume).
- Entry Deleted – Triggers when an entry is deleted from your form. This notification contains all relevant entry data, excluding file links and entry links.
Actions
Use the entry audit log to view updates related to your integration, including when an action was triggered, the status of the integration, and if the integration failed and why.
An Action is an event a Zap performs. You can perform the following actions in Cognito Forms:
- Create Entry – Creates a new form entry.
- Delete Entry – Deletes a specified entry.
- Set Form Availability – Sets the availability of a form.
- Update Entry – Updates an existing form entry (excluding entries with a status of Incomplete or entries with a payment status of Paid).
- Get Document – Retrieves documents generated by Cognito Forms, such as custom documents and free standard documents.
- Get Entry – Retrieves a specified entry.
Notes
When you send file attachments (such as uploaded files and generated documents) through Zapier, your documents will appear listed according to their template ID (located in the top right hand corner of the Manage Dialog Templates dialog).
While you can send Repeating section and Table field data to other platforms, you cannot create an action to populate or update repeating data in Cognito Forms. Additionally, please note that not every platform supports receiving repeating data.
Using Zapier to create a new entry in Cognito Forms will trigger any notifications enabled on the form (including email notifications/confirmations) to be sent.
Tutorials
Check out our Zapier blog series for in-depth tutorials about how to integrate your forms with other services:
- Add subscribers to MailChimp from Cognito Forms
- Create custom documents and save them to Google Drive
- Create new customers and estimates in QuickBooks
- Keep your form data in sync with Google Sheets
- Instantly update your CRM software
- Create sophisticated workflows using Multi-Step Zaps
- Connect your Cognito Forms to ProjectManager.com
- Create email digests with Zapier
- Create new accounts, leads, opportunities, and campaigns in SharpSpring
Shared Zaps
Cognito Forms has several pre-created Zaps for you to use, available on our Zapbook page.