Cognito Forms integration with DocMerger
How to Create documents in DocMerger from new Cognito Forms and add them to Google Drive
Once active, this integration will automatically create a new DocMerger document from each new form submitted to Cognito Forms. Then this Flow automatically saves the result as a PDF in your Google Drive, seamlessly managing your form data without any manual updates.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create documents in DocMerger from new Cognito Forms and add them to Google Drive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cognito Forms integrations
Once active, this integration will automatically create a new DocMerger document from each new form submitted to Cognito Forms. Then this Flow automatically saves the ...
Whenever you receive a new Cognito Forms entry, a DocMerger document will be created automatically. Then, it will be uploaded to Google Drive automatically.
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Whenever you receive a new Cognito Forms entry, a DocMerger document will be created automatically. Then, it will be uploaded to Google Drive automatically.
Cognito Forms actions
Nekton can use any feature that is available in Cognito Forms API.
Using our advanced AI, you can easily create custom automations for Cognito Forms.
Here are some typical actions you can do in your automated workflows.
Create Entry
Creates a new entry.
Set Form Availability
Sets the availability of a form.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Update Entry
Updates an entry.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Get Document
Gets an entry document.
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.