Integration · Forms and scheduling
AI agents for Cognito Forms
List Cognito Forms forms and read a form's fields, create, read, update and delete entries, and open or close a form's public link for a time window.
- Actions
- 7
- Read
- 3
- Write
- 4
Actions
What your agents can do in Cognito Forms
7 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 3
Look things up. Nothing changes.
List forms
Lists the organization's forms the key may see (archived ones left out), each with Id, Name and InternalName.
Get a form's fields
Reads a form's schema: a JSON Schema of an entry with every field's internal name, type, description and allowed values.
Get an entry
Reads one entry of a form: every field value by internal name, plus Entry (Number, Status, DateCreated, DateSubmitted, DateUpdated, Version, links to view and edit it) and Id.
Write 4
Create, change or send.
Create an entry
Adds an entry to a form from field values keyed by internal name (see get_form_schema), like {"Name": {"First": "Ada", "Last": "Lovelace"}, "Email": "ada@example.com"}.
Update an entry
Changes some fields of an entry; fields left out keep their values (a list must be given whole).
Delete an entryDeletes data
Permanently deletes one entry.
Open or close a form
Sets when a form's public link accepts entries: from start until end (either may be left out), and the message shown outside that window.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Cognito Forms account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Cognito Forms data
Ask a question in plain words. The agent can list forms, get a form's fields or get an entry in Cognito Forms, then answers with what it found.
- 02
Let an agent update Cognito Forms
Have the agent create an entry or update an entry in Cognito Forms as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Cognito Forms and Slack: it can list forms in Cognito Forms and post a summary to a Slack channel in the same run.
Works well with
More Forms and scheduling tools
- Typeform2 actionsRead the answers people submit to your Typeform forms, and look up a form's questions, with a personal access token.
- Jotform2 actionsRead the submissions people send through your Jotform forms, a page at a time or one by one, with a Jotform API key.
- Google Forms5 actionsRead a Google Form's questions and its responses, and create forms, add questions and publish them, signed in with the person's own Google account.
- Google Calendar3 actionsSee what is on a Google Calendar, book events and invite people, and find when people are free, signed in with the person's own Google account.
- Outlook Calendar6 actionsSee what is on the signed-in person's Outlook calendar, book meetings with attendees and a Teams link, move or cancel them, and check when people are free (Microsoft 365 or Outlook.com).
- Calendly4 actionsSee who booked time with you, list your event types, and hand out one-time booking links, with a Calendly personal access token.
FAQ
Cognito Forms and MyDeepAgents
Can MyDeepAgents connect to Cognito Forms?
Yes. The Cognito Forms connector has 7 actions: 3 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Cognito Forms?
Paste an API key from your Cognito Forms account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Cognito Forms without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use Cognito Forms in workflows as well as agents?
Yes. Every Cognito Forms action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Cognito Forms to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.