Autopilot and Cognito Forms Integration

Autopilot icon
Cognito Forms icon
Autopilot
Cognito Forms

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build marketing workflows between Autopilot and Cognito Forms on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

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Learn about Autopilot and Cognito Forms

Detailed info you need to know about Autopilot and Cognito Forms integrations in WEXTL. Explore which modules apps support and how you connect them.

Autopilot

Autopilot icon

Marketing4 triggers6 searches10 actionsManage contacts, accounts, audiences, and journeys in Ortto (formerly Autopilot). [5]

Cognito Forms

Cognito Forms icon

Marketing3 triggers12 searches7 actionsOnline form builder for surveys, orders, registrations, and workflows. [6]

How to connect Autopilot to Cognito Forms

Set up your Autopilot and Cognito Forms integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Autopilot and Cognito Forms work in WEXTL?

WEXTL exposes actions and triggers for Autopilot and Cognito Forms that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Autopilot triggersCognito Forms actions

Autopilot modules
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    Archive ContactArchives one or more contacts.
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    Create Custom FieldCreates a person custom field.
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    Create or Update AccountCreates or updates an account.
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    Create or Update ContactCreates or updates a contact by email.
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    Delete ContactPermanently deletes archived contacts.
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    Get Campaign ReportReturns analytics for a campaign.
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    Get ContactReturns a single contact by email or ID.
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    List AudiencesRetrieves marketing audiences.
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    List CampaignsRetrieves campaigns and journeys in a date range.
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    List ContactsRetrieves a list of contacts.
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    List TagsRetrieves contact tags.
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    Log Activity EventLogs custom activity events that can trigger journeys.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Modify Activity DefinitionModifies an activity definition.
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    Subscribe or Unsubscribe Contact to AudienceSubscribes or unsubscribes contacts from an audience.
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    Update Custom FieldUpdates a person custom field.
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    Watch Contact AddedWatch Contact Added — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then attach this webhook as a data destination on the built-in Person created CDP activity.
  • Autopilot icon
    Watch Contact UpdatedWatch Contact Updated — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then attach this webhook to a tracked field-change activity.
  • Autopilot icon
    Watch Journey EnteredWatch Journey Entered — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then add a Send to Webhook action at the start of your journey and select this webhook.
  • Autopilot icon
    Watch Journey ExitedWatch Journey Exited — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then add a Send to Webhook action at the end of your journey and select this webhook.
Cognito Forms modules
  • Cognito Forms icon
    Create EntryCreates a new entry in a form.
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    Delete EntryDeletes an entry from a form.
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    Get EntryReturns a single entry with its metadata.
  • Cognito Forms icon
    Get Entry DocumentGenerates and returns a document for an entry.
  • Cognito Forms icon
    Get Entry FileReturns a file uploaded to an entry.
  • Cognito Forms icon
    Get FormReturns a single form's name and internal name.
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    Get Form SchemaReturns the schema of a form's fields and their data types.
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    Get Import StatusReturns the progress and results of an entry import.
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    Get OData MetadataReturns the OData metadata document for your forms.
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    Get View EntryReturns a single entry as it appears in an entry view.
  • Cognito Forms icon
    Get View MetadataReturns the OData metadata document for an entry view.
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    Import EntriesCreates, updates, or deletes entries from a spreadsheet or CSV file.
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    List FormsRetrieves a list of forms the API key can access.
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    List OData FormsRetrieves a list of forms from the OData service.
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    List View EntriesRetrieves a list of entries shown in an entry view.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Set Public Link AvailabilitySets when a form's public link opens and closes.
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    Update EntryUpdates the fields you specify on an existing entry.
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    Upload FileUploads a file that can be attached to an entry.
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    Watch Deleted EntriesTriggers when an entry is deleted.
  • Cognito Forms icon
    Watch New EntriesTriggers when a new entry is submitted.
  • Cognito Forms icon
    Watch Updated EntriesTriggers when an entry is updated.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Autopilot and Cognito Forms integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Autopilot [5]

Alternative integrations to Cognito Forms [6]

Try Autopilot and Cognito Forms on WEXTL®

Claim your 3-day trial to build Autopilot with Cognito Forms integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Autopilot and Cognito Forms.

References

List of sources used to gather information about the Autopilot and Cognito Forms integration.

  1. Autopilot and Cognito Forms integration source code, module specs and credentials implementation.
  2. Our Autopilot and Cognito Forms integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Autopilot and Cognito Forms — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Autopilot integration information
  6. Cognito Forms integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Autopilot and Cognito Forms, or get started