Cognito Forms

Submit a new form entry to any Cognito Forms form, passing field values the agent has collected or computed.

Permanently remove a specific entry from a form, useful for data cleanup, GDPR deletion requests, or removing test submissions.

Modify one or more fields on an existing form entry without re-submitting the whole form.

Open or close a Cognito Forms form on a schedule or in response to a trigger, controlling exactly when submissions are accepted.

Retrieve a generated document (PDF receipt, confirmation letter, or report) produced from a form entry and route it downstream.

Fetch the full field data of a single form entry by ID, giving the agent a detailed snapshot of that submission to act on.

Pull all entries (or a filtered subset) from a specific form, enabling the agent to aggregate, report, or batch-process submissions.

Retrieve all forms available in the connected Cognito Forms organisation, giving the agent a directory to route submissions or choose the right form dynamically.

Fetch the full schema and settings of a single Cognito Forms form, including field definitions, conditional logic, and availability status.

Duplicate an existing entry within a form, preserving field values as a starting point for a new but similar submission.

Download a specific file attachment uploaded by a submitter within a form entry, routing it to the appropriate storage or processing system.

Query form entries with filter criteria — by field value, date range, or status — returning only the matching subset for the agent to act on.

Publish a draft form to make it publicly accessible at its embed URL, enabling the agent to coordinate form launches with external events or campaigns.

Generate and retrieve a structured export (CSV or Excel) of all entries in a form, giving the agent bulk data for reporting or downstream processing.

Trigger a Cognito Forms notification email for a specific entry, re-sending confirmation or admin alerts when a submission needs to reach its audience again.

Fires when a Cognito Forms entry is permanently deleted, letting the agent mirror that removal downstream before data goes out of sync.

Fires the moment a respondent submits a completed Cognito Forms entry, giving the agent real-time access to the new submission's field data.

Fires whenever a field value in an existing Cognito Forms entry is changed, letting the agent react to status transitions, corrections, or approvals in real time.

Fires when a Cognito Forms entry is submitted with an attached payment, giving the agent immediate access to the payment amount, method, and transaction details alongside the form fields.

Fires when a Cognito Forms form hits its configured maximum entry count and automatically closes to new submissions, letting the agent react to capacity events immediately.

Fires when an entry's internal workflow status is updated in Cognito Forms — such as moving from 'Submitted' to 'Under Review' to 'Approved' — enabling the agent to trigger downstream actions at each stage transition.