Cognito Forms integration
Use Cognito Forms in Zoft workflows, voice agents, chat agents and AI employees. Use Cognito Forms from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 5 actions
- 2 triggers
- Starts with
New Entry - ZoftAgent or workflow decides what happens next
- Then in Cognito FormsCreate Entry
- AndUpdate Entry
Zoft + Cognito Forms
What Zoft can do with Cognito Forms.
- 01Voice agentsA phone agent can use Cognito Forms actions such as Create Entry and Update Entry during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Cognito Forms while it talks to the customer.
- 03WorkflowsStart a workflow when “New Entry” happens in Cognito Forms, or use Cognito Forms as any step on the canvas.
- 04AI employeesAn AI employee can find and use Cognito Forms actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Cognito Forms.
- Get EntryGets a specified entry.
- Create EntryCreates a new entry.
- Delete EntryDeletes a specified entry.
- Update EntryUpdate an existing entry.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 2
Events in Cognito Forms that can start a workflow.
- New EntryTriggers when a new form entry is submitted.
- Entry UpdatedTriggers when an existing form entry is updated.
Setup
Connect Cognito Forms in three steps.
- 01ConnectChoose Cognito Forms in Connections and paste an API key from your Cognito Forms account.
- 02Put it to workAdd Cognito Forms as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Cognito Forms on Zoft, answered.
What can Zoft do with Cognito Forms?
Zoft supports 5 actions and 2 triggers for Cognito Forms. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Cognito Forms to Zoft?
Choose Cognito Forms in Connections and paste an API key from your Cognito Forms account.
Can a voice agent or chat agent use Cognito Forms?
Yes. Once Cognito Forms is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Cognito Forms without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.