Cognito Forms

Cognito Forms is an online form builder for collecting and managing submission data. This connector enables automated flows to trigger when entries are created, updated, or deleted and provides actions to create, update, and retrieve entries. Integrate Cognito Forms with other services to route data, process uploaded files, and automate business workflows.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Standard All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Standard All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Standard All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Cognito Forms Support
URL https://www.cognitoforms.com/support
Email support@cognitoforms.com
Connector Metadata
Publisher Cognito Forms, LLC
Website https://www.cognitoforms.com
Privacy Policy https://www.cognitoforms.com/legal/privacy
Categories Productivity;Collaboration

Cognito Forms

Cognito Forms lets you easily build powerful online forms, such as surveys, order forms, registration forms and more. For free. Please see our support documentation or contact us for help with our public Power Automate connector.

Publisher: Cognito Forms

Prerequisites

A paid subscription is required.

Supported Operations

Triggers

Triggers will be sent shortly after the subscribed event occurs.

NewEntry

This will be triggered when a new entry is created for the specified form. The output will be the entry data, including file data and temporary links to files, signatures, and entry documents.

Parameters:
  • form: The name of the form for which new entry events will be subscribed.

UpdateEntry

This will be triggered when an entry is updated for the specified form. The output will be the entry data, including file data and temporary links to files, signatures, and entry documents.

Parameters:
  • form: The name of the form for which updated entry events will be subscribed.

EntryDeleted

This will be triggered when an entry is deleted for the specified form. The output will be the entry data, excluding links.

Parameters:
  • form: The name of the form for which entry deleted events will be subscribed.

Actions

CreateEntry

This action will create an entry for the specified form. The action will include settable properties for each entry field, excluding some field types. The output will be the entry data.

Parameters:
  • form: The internal form name or Id

EditEntry

This action will update an existing entry for the specified form. The action will include settable properties for each entry field, excluding some field types. This action will fail if the entry includes a paid order or the entryId does not exist. The output will be the updated entry data.

Parameters:
  • form: The internal form name or Id
  • entryId: The entry number or entry Id for the entry to be updated

SetFormAvailability

This action will set the form's limit availability settings. The start and end parameters should be blank to make the form available all of the time. The output will be the updated availability settings.

Parameters:
  • form: The internal form name or Id
  • start: The datetime at which the form should become available.
  • end: The datetime at which the form should no longer be available.
  • message: The message which should be shown to users who try to access the form when outside of the availability period.

GetFile

This action will retrieve a file from storage. The output will be an object containing the file data, the metadata, and a temporary link to the file.

Parameters:
  • id: The file Id for the file to be retrieved.

GetDocument

This action will generate and retrieve an entry document using the specified form, entry, and template. The output will be an object containing the document's file data, the metadata, and a temporary link to the document.

Parameters:
  • form: The internal form name or Id
  • entry: The entry Id or entry number of the entry for which the document should be generated
  • templateNumber: The number of the template that should be used to generate the entry document

GetEntry

This action will get an existing entry for the specified form. This action will fail if the entry does not exist. The output will be the entry data.

Parameters:
  • form: The internal form name or Id
  • entryId: The entry number or entry Id for the entry to be retrieved

DeleteEntry

This action will delete an existing entry for the specified form. This action will fail if the entry does not exist. There will be no output.

Parameters:
  • form: The internal form name or Id
  • entryId: The entry number or entry Id for the entry to be deleted

ImportEntries

This action will create, update, or delete entries using provided file content (.xlsx or .csv). The output will be an object containing the import ID and status.

Parameters:
  • form: The internal form name or Id
  • File: The file (.xlsx or .csv) containing the entries to import
  • ImportMode: The mode for the import (CreateNew, UpdateExisting, or SyncEntries)
  • Email: The email address to receive import notifications (optional)
  • MatchEntriesUsing: An entry ID substitute (optional)

GetImportStatus

This action will get the current status of an import and returns the number of successful and unsuccessful entries. The output will be an object containing the import status, counts, and error information if applicable.

Parameters:
  • form: The internal form name or Id
  • importId: The ID of the import to check status for

UploadFile

This action will upload a file to Cognito Forms.

Parameters:
  • fileContent: The binary data of the file
  • fileName: The name of the file

GetEntryViewEntries

This action will get all entries for a specified view. The output will be the entry data based on the view configuration.

Parameters:
  • form: The internal form name or Id
  • viewId: The ID of the view
  • $count: Include total count of entries (optional)
  • $select: Returns list of entry IDs in a View when $select=Id is specified (optional)

Private Operations

These operations are enablers for the public triggers and actions.

GetForms

This operation will return a list of forms as objects that contain the Id and Name. When used for the form parameter for actions and triggers, the user should see the Name, but the Id should be sent to the API. Archived forms are not included in the response.

GetFormSchema

This operation will return the schema for the specified form. The input parameter should be true for actions to exclude read-only properties and false for triggers to include all properties. The includeLinks parameter should be true for all actions and triggers except for EntryDeleted.

Parameters:
  • form: The internal form name or Id
  • input: A boolean indicating whether the schema returned should exclude properties that cannot be set. False by default.
  • includeLinks: A boolean indicating whether link properties for files, signatures, and documents should be included in the schema. True by default.

UnsubscribeWebhook

This operation will unsubscribe the specified webhook. The webhook will no longer receive any events after all currently queued events have been sent.

Parameters:
  • id: The Id of the webhook that should be unsubscribed.
  • module: The webhook's module. This should be set to "forms", as this connector only supports that module.

Obtaining Credentials

An owner of the organization must log into Cognito Forms and authorize the connection.

Known Issues

None

Deployment Instructions

Cognito Forms requires a valid Client id and Client secret to create a connector. These properties can be found in the key vault and should only be set in the custom connector's authentication settings.

  1. Run:

     paconn create --api-def apiDefinition.swagger.json --api-prop apiProperties.json

  2. Login to PowerAutomate

  3. Navigate to the new connector

  4. Under "Security" update the Client id and Client secret

  5. Update the connector

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create entry

Creates a new entry.
Delete entry

Delete an entry.
Get Document

Gets a document
Get entry

Gets an entry.
Get File

Gets a file by id.
Get Form Entries

Get all of the entries for a specified view
Get Import Status

Gets the current status of an import and returns the number of successful and unsuccessful entries.
Import Entries

Creates, updates, or deletes entries using provided file content.
Set form availability

Sets the availability of a form.
Update entry

Updates an entry.
Upload File

Uploads a file to be used in form entries.

Create entry

Operation ID:
CreateEntry

Creates a new entry.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Entry
 entry True dynamic

The entry to create for the form

Returns

The outputs of this operation are dynamic.

Delete entry

Operation ID:
DeleteEntry

Delete an entry.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Entry Id
 entryId True string

The entry id

Get Document

Operation ID:
GetDocument

Gets a document

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Entry Id
 entry True string

The entry id
Template Number
 templateNumber True integer

The template number

Returns

A file reference that includes file data and metadata

Body
FileDataRef

Get entry

Operation ID:
GetEntry

Gets an entry.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Entry Id
 entryId True string

The entry id

Returns

The outputs of this operation are dynamic.

Get File

Operation ID:
GetFile

Gets a file by id.

Parameters

Name Key Required Type Description
File Id
 id True string

The unique identifier of the file

Returns

A file reference that includes file data and metadata

Body
FileDataRef

Get Form Entries

Operation ID:
GetEntryViewEntries

Get all of the entries for a specified view

Parameters

Name Key Required Type Description
Form
 form True string

The name of the Form
View ID
 viewId True string

The ID of the view
Include Count
 $count string

Include total count of entries
Select Ids
 $select string

Returns list of entry IDs in a View when $select=Id is specified

Returns

response
object

Get Import Status

Operation ID:
GetImportStatus

Gets the current status of an import and returns the number of successful and unsuccessful entries.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the Form
Import ID
 importId True string

The Import ID

Returns

Name Path Type Description
Id
 Id string

The ID of the import
Status
 Status string

The status of the import
ErrorMessage
 ErrorMessage string

A message describing why the import failed
SuccessfulEntries
 SuccessfulEntries integer

The number of entries successfully imported
UnsuccessfulEntries
 UnsuccessfulEntries integer

The number of entries that failed to import
TotalEntries
 TotalEntries integer

The total number of entries in the import
ImportLink
 ImportLink string

The link to the entries page to download the annotated file

Import Entries

Operation ID:
ImportEntries

Creates, updates, or deletes entries using provided file content.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Import File
 File True file

The file (.xlsx or .csv) containing the entries to import.
Import Mode
 ImportMode True string

The mode for the import
Notification Email
 Email email

The email address to receive import notifications
Match Field
 MatchEntriesUsing string

An entry ID substitute

Returns

Name Path Type Description
Id
 Id string

The ID of the import
Status
 Status string

The status of the import
ErrorMessage
 ErrorMessage string

A message describing why the import failed

Set form availability

Operation ID:
SetFormAvailability

Sets the availability of a form.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Availability Start
 start date-time

Availability start date
Availability End
 end date-time

Availability end date
Not Available Message
 message string

Not Available Message

Returns

Form availability information such as start/end availability and not available message.

Body
FormAvailability

Update entry

Operation ID:
EditEntry

Updates an entry.

Parameters

Name Key Required Type Description
Form
 form True string

The name of the form
Entry Id
 entryId True string

The entry id
Entry
 entry True dynamic

The updated entry data

Returns

The outputs of this operation are dynamic.

Upload File

Operation ID:
UploadFile

Uploads a file to be used in form entries.

Parameters

Name Key Required Type Description
File
 File True file

The file to upload.

Returns

Name Path Type Description
File Id
 Id string

The unique id of the file.
File Name
 Name string

The name of the file
File Content Type
 ContentType string

The content type of the file.
File Size
 Size integer

The size of the file in bytes.

Triggers

When a new entry is created

Triggers when someone creates a new entry.
When an entry is deleted

Triggers when someone deletes an entry.
When an entry is updated

Triggers when someone updates an entry.

When a new entry is created

Operation ID:
NewEntry

Triggers when someone creates a new entry.

Parameters

Name Key Required Type Description
Form
 publisher True string

The name of the form

Returns

The outputs of this operation are dynamic.

When an entry is deleted

Operation ID:
EntryDeleted

Triggers when someone deletes an entry.

Parameters

Name Key Required Type Description
Form
 publisher True string

The name of the form

Returns

The outputs of this operation are dynamic.

When an entry is updated

Operation ID:
UpdateEntry

Triggers when someone updates an entry.

Parameters

Name Key Required Type Description
Form
 publisher True string

The name of the form

Returns

The outputs of this operation are dynamic.

Definitions

FileDataRef

A file reference that includes file data and metadata

Name Path Type Description
File Id
 Id string

The unique id of the file.
File Name
 Name string

The name of the file
File Content Type
 ContentType string

The content type of the file.
File Size
 Size integer

The size of the file.
File URL
 File string

The URL of the file.
File Content
 Content byte

The file content

FormAvailability

Form availability information such as start/end availability and not available message.

Name Path Type Description
Form availability start
 availabilityStart date-time

Form availability start
Form availability end
 availabilityEnd date-time

Form availability end
Not available message
 notAvailableMessage string

Not available message

object

This is the type 'object'.