STEP 1
Connect Cognito Forms and Orderspace
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cognito Forms and Orderspace Integration
Connect Cognito Forms and Orderspace to automate marketing workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Cognito Forms and Orderspace
Detailed info you need to know about Cognito Forms and Orderspace integrations in WEXTL. Explore which modules apps support and how you connect them.
Cognito Forms
Online form builder for surveys, orders, registrations, and workflows. [5]
Orderspace
B2B wholesale ordering platform for customers, products, inventory, and dispatches. [6]
How to connect Cognito Forms to Orderspace
Set up your Cognito Forms and Orderspace integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cognito Forms and Orderspace nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cognito Forms and Orderspace. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cognito Forms and Orderspace work in WEXTL?
WEXTL exposes actions and triggers for Cognito Forms and Orderspace 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.
Cognito Forms triggersOrderspace actions
Cognito Forms modules
- Create EntryCreates a new entry in a form.
- Delete EntryDeletes an entry from a form.
- Get EntryReturns a single entry with its metadata.
- Get Entry DocumentGenerates and returns a document for an entry.
- Get Entry FileReturns a file uploaded to an entry.
- Get FormReturns a single form's name and internal name.
- Get Form SchemaReturns the schema of a form's fields and their data types.
- Get Import StatusReturns the progress and results of an entry import.
- Get OData MetadataReturns the OData metadata document for your forms.
- Get View EntryReturns a single entry as it appears in an entry view.
- Get View MetadataReturns the OData metadata document for an entry view.
- Import EntriesCreates, updates, or deletes entries from a spreadsheet or CSV file.
- List FormsRetrieves a list of forms the API key can access.
- List OData FormsRetrieves a list of forms from the OData service.
- List View EntriesRetrieves a list of entries shown in an entry view.
- Make an API CallPerforms an arbitrary authorized API call.
- Set Public Link AvailabilitySets when a form's public link opens and closes.
- Update EntryUpdates the fields you specify on an existing entry.
- Upload FileUploads a file that can be attached to an entry.
- Watch Deleted EntriesTriggers when an entry is deleted.
- Watch New EntriesTriggers when a new entry is submitted.
- Watch Updated EntriesTriggers when an entry is updated.
Orderspace modules
- Create a CategoryCreates a new product category in Orderspace, with an optional parent category, description, active status, and associated products.
- Create a CustomerCreates a new customer in Orderspace with company details, buyer information, contact emails, addresses, and optional settings.
- Create a DispatchCreates a dispatch for an existing order. A dispatch represents items being fulfilled from an order, marking the items as dispatched, updating stock levels, and potentially triggering a dispatch confirmation email to the customer.
- Create a Price ListCreates a new price list in OrderSpace with a name and currency. Price lists are used to charge different customers different pricing.
- Create a ProductCreates a new product in Orderspace with at least one product variant. The SKU of the product variant is required to later create orders and dispatches. Supports specifying product details, variant options (like color and size), pricing, and categories.
- Create an InvoiceCreates a new invoice for a customer in Orderspace. You can associate it with one or more orders, define payment terms or a due date, and include invoice lines, such as existing order lines, SKUs, or custom items.
- Create an OrderCreates a new order in Orderspace, specifying the customer, delivery date, shipping and billing addresses, order lines, and optional notes. Returns the created order object for further processing or testing GET order filters.
- Delete a CategoryDeletes a category from the system.
- Delete a CustomerDeletes a customer from Orderspace by their unique customer ID. Use with caution, as this action is permanent. The module requires the customer ID as input and returns a confirmation of deletion or an error if the customer does not exist.
- Delete a ProductDeletes a product.
- Delete an InvoiceDeletes an invoice by ID.
- Delete an OrderDeletes an order by its unique ID.
- Delete Price ListDeletes a price list.
- Get a Category by IDRetrieves a single category by ID.
- Get a Customer by IDRetrieves a single customer record from Orderspace using their unique customer_id. Returns all customer details including company name, buyers, addresses, contact information, tax details, and assigned pricing or customer group. Useful for looking up a specific customer before updating, deleting, or using their data in other workflows.
- Get a Dispatch By IDRetrieves a single dispatch using its ID.
- Get a Price List by IDRetrieves a single price list using the specified ID.
- Get a Product by IDRetrieves a single product by ID.
- Get an Invoice by IDRetrieves a single invoice by ID.
- Get an Order by IDRetrieves a single order by ID.
- Get CategoriesRetrieves a list of categories based on their sort order on the website.
- Get Customer GroupsRetrieves customer groups, which represent a set of customers with shared settings. Each customer can belong to a single customer group.
- Get CustomersRetrieves a list of customers from Orderspace. This module is primarily used to test the connection and authentication setup with the Orderspace API.
- Get DispatchesRetrieves a list of dispatches from an Orderspace account. You can optionally filter by order ID or limit the number of dispatches returned.
- Get Inventory LevelsRetrieves a paginated list of inventory levels sorted by SKU and supports filtering by product, SKU, and date ranges.
- Get InvoicesRetrieves a list of invoices, ordered by the creation date with the most recently created listed first.
- Get OrdersRetrieves a list of orders from Orderspace, sorted by creation date with the most recent first. Supports filtering by order number, status, customer, delivery dates, and pagination using starting_after and limit. Returns an array of order objects with full details including order lines, addresses, and totals.
- Get Payment TermsRetrieves a list of payment terms. This endpoint does not support pagination.
- Get Preorder WindowsRetrieves a list of preorder windows. This endpoint does not support pagination.
- Get Price ListsRetrieves a list of price lists. This endpoint does not support pagination.
- Get ProductsRetrieves a list of products from Orderspace, with optional filtering and pagination.
- Get Tax RatesRetrieves a list of tax rates. This endpoint does not support pagination.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CategoryUpdates an existing category. Any fields not included in the update will remain the same.
- Update a Price ListUpdates an existing price list. Any fields not included in the update will remain the same.
- Update a ProductUpdates an existing product. It is recommended to include all fields and product variants in the update, even those that are not changing. Ensure existing product variants include their ID, which can be obtained by first retrieving the product through the API.
- Update Customer by IDUpdates an existing customer in Orderspace using their unique customer ID. You can modify fields like company name, buyers, addresses, phone, email addresses, tax info, minimum spend, payment terms, customer group, and price list. Any fields not included in the request will remain unchanged, allowing for partial updates. Returns the full updated customer object.
- Update Inventory LevelsUpdates the on-hand or available quantities for one or more product variants. Accepts up to 200 SKUs per request. Only on-hand or available can be updated for each SKU, not both.
- Watch CategoriesTriggers when a new category is created or added in an Orderspace account.
- Watch CustomersTriggers when new customers are added to the Customers list.
- Watch DispatchesTriggers when new dispatch records are created, indicating orders that have been shipped or partially fulfilled.
- Watch EventsTriggers instantly when the selected OrderSpace event occurs via webhook.
- Watch InvoicesTriggers when new invoices are created or added to the invoices list in your OrderSpace account.
- Watch OrdersTriggers when new orders are created or appear in the orders list.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cognito Forms and Orderspace integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cognito Forms and Orderspace.
Connect your Cognito Forms and Orderspace accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cognito Forms's "Watch Deleted Entries" fires, WEXTL can "Create a Category" in Orderspace. Cognito Forms has 3 triggers (including Watch Deleted Entries, Watch New Entries, and Watch Updated Entries); Orderspace has 38 actions (including Create a Category, Create a Customer, and Create a Dispatch). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cognito Forms-to-Orderspace automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cognito Forms (or Orderspace) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cognito Forms + Orderspace automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cognito Forms and Orderspace integration.
- Cognito Forms and Orderspace integration source code, module specs and credentials implementation.
- Our Cognito Forms and Orderspace integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cognito Forms and Orderspace — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cognito Forms integration information
- Orderspace integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library