Woodpecker + Cognito Forms Integrations
How to connect Woodpecker + Cognito Forms
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New Questionnaire SubmittedTriggers whenever a questionnaire is submittedTrigger- Create/Update Client ProfileCreate or update a client profile within Woodpecker given their email address.Action
- Populate DocumentsPopulates one document or multiple with values that you specify.Action
Entry DeletedTriggers when an entry is deleted.Trigger- New EntryTriggers when someone fills out your form.Trigger
- New OrderTriggers when an order is created.Trigger
- New PaymentTriggers when a payment is collected.Trigger
- New RefundTriggers when a refund is issued.Trigger
- Cognito Forms
Triggers when someone updates an entry.
Instant
Trigger
- Cognito Forms
Creates a new entry.
Scheduled
Action
- Cognito Forms
Updates an entry.
Scheduled
Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
How Woodpecker + Cognito Forms Integrations Work
- Step 1: Authenticate Woodpecker and Cognito Forms.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Cognito Forms Tutorials
About Woodpecker
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!
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