Ever since launching Cognito Forms, we constantly receive feature requests to support integrating our forms with Salesforce, Google Drive, MailChimp, OneDrive, SugarCRM, Trello, QuickBooks, DropBox – okay, you get the picture, lots of things. While we do support JSON webhooks for sending new form submissions to any website as data, this is a bit too technical for our average user. Also, it only supports new entries, and does not handle management of orders, payments, or refunds, or provide ways to push data to Cognito Forms.
While we do plan to add direct integrations based on feedback in the future, our goal right now is quickly support as many of these as possible today. For that reason, we are happy to announce that we are officially launching our Zapier Beta to handle all of you integration needs. Zapier is a cloud integration service that supports quick integration between different cloud apps with no coding. Zapier is free for individual use at reasonable volumes and has paid plans for larger organizations that need more Zaps.
Zapier + Cognito Forms = Infinite Possibilities
Let’s get down to business so you can quickly understand if this is relevant to you and the needs of your organization. Here are the different Triggers and Actions we are supporting with our Zapier integration, along with some examples of how you might use them.
New Entry Trigger
This trigger supports quickly sending new entries into other cloud services. At the most basic level it is very similar to our JSON Webhook feature, except that you can use Zapier to make these connections without being a software developer or reading arcane languages.
With our official Zapier integration, you can push new entry data into any app supported by Zapier with just a few clicks - no manual steps. Also, as frequently requested, you can now push your uploaded files to your favorite cloud file service, such as OneDrive, Google Drive, Dropbox or Box.
New Order, Payment & Refund Triggers
Our customers love the simplicity of using Cognito Forms to quickly create simple to complex payment forms, as well as the ease of managing entries with payments. While you can capture orders, process point of sale payments, or even issue refunds through Cognito Forms, many larger organizations also use accounting systems to track their financial transactions. Cognito Forms is the only payment-enabled form service that supports Zapier integration for these critical payment transactions!
For example, you can use Zapier to connect Cognito Forms with your QuickBooks Online account and create Sales Receipts for new payments, Invoices for new orders without payment, and Checks to track refunds to your customers. Cognito Forms supports line item detail for these triggers, so your QuickBooks data will have the full receipt or invoice line item detail as well.
Create Entry Action
While our forms are pretty powerful ways of collecting data, we have had a number of customers ask if they could push data from other systems into Cognito Forms to create entries. With our Create Entry action, you can configure Zapier triggers from other cloud services to create new entries in Cognito Forms!
For example, when a new row gets added to your Google sheet, you could automatically create a corresponding entry in Cognito Forms. Also, you can even create an entry on one Cognito form based on new entries submitted on another Cognito form by linking our New Entry trigger with our Create Entry action. This is great for enabling workflows for follow-up procedures!
Set Form Availability
Last but not least, you can use this action to automatically enable or disable your forms based on changes in other systems. Maybe you are selling tickets and just found out that they have all been sold. If you set up an Email trigger in Zapier, you could just send a quick email to turn the form off to instantly suspend ticket sales. You could also configure Zapier to activate one of your Cognito Forms the moment you activate an email campaign in MailChimp.
If you are interested in using Zapier to automate and integrate your Cognito Forms, visit our Zapbook page.
This will make Cognito Forms appear when you create your first Zap and select either a Trigger or Action app. In the coming weeks we will provide detailed help documentation for how to create Zaps using Cognito Forms, and add this to both our help site and the Zapier help documentation for Cognito Forms. If you need help in the interim, just drop us a line.
Jamie is co-founder of Cognito Forms, an online form builder for organizations seeking to quickly and easily connect with their customers. In his free time, Jamie loves spending time with his wonderful wife and kids, training for triathlons, camping with boy scouts, singing in the choir, and trying out the latest gadgets.