Cognito Forms

Cognito Forms

REST API for managing forms, entries, documents, and files in Cognito Forms.

API Key10 tools
Connect Cognito Forms

Three ways to use Cognito Forms

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Cognito Forms.

Create Entry

Creates a new entry for the specified form.

Tool

Delete Entry

Deletes an existing entry from the specified form.

Tool

Get Document

Generates and retrieves an entry document using a specified template.

Tool

Get Entry

Retrieves a single entry by entry number or entry Id.

Tool

Get File

Retrieves a file from storage by its Id.

Tool

Get Form Schema

Returns the JSON schema for a specific form, describing all fields and their types.

Tool

Get started automating Cognito Forms

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and Geni wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Cognito Forms

Browse all

Customer lookup console for Cognito Forms and HubSpot

Type an email, name, or phone number and see every form someone has ever submitted, newest first, right next to their CRM record.

Cognito FormsHubSpot

Review every Cognito Forms approval in one shared queue

Work every submission waiting on a decision from one screen, with attachments, claim tracking, and approvals that write straight back to the entry.

Cognito FormsSlack BotGmail

Event registration command center for Cognito Forms

See ticket sales against capacity, revenue and who still owes money across every event form, then check guests in at the door without exporting a spreadsheet.

Cognito FormsGoogle SheetsGmail

Triage Cognito Forms support requests into Zendesk tickets

Every 15 minutes, turn new Cognito Forms help requests into routed Zendesk tickets, with urgent ones paged to a Slack channel for an on-call agent.

Cognito FormsZendeskSlack Bot

Score new Cognito Forms leads into HubSpot and Slack

Every 30 minutes, new Cognito Forms submissions get researched, scored against your ICP, deduped into HubSpot, and routed to your sales channel in Slack.

Cognito FormsHubSpotSlack Bot

Weekly Cognito Forms feedback digest in Notion and Slack

Every Monday morning, get last week's Cognito Forms submissions clustered into themes, written up in Notion, and summarized in Slack.

Cognito FormsNotionSlack

Screen Cognito Forms job applicants into a Trello hiring board

Every new Cognito Forms application gets read, scored, and dropped into the right Trello list, with the resume attached and a tagged recap in Slack.

Cognito FormsTrelloSlack Bot

Send branded order confirmation PDFs from Cognito Forms

Every new Cognito Forms submission turns into a branded PDF, files itself in Google Drive, and emails the customer a confirmation in seconds.

Cognito FormsGoogle DriveGmail