

Cognito Forms and Planfact integration
Build smart, no-code workflows with Cognito Forms and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Planfact and Cognito Forms integration
In Cognito Forms and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 8
New Entry
Entry Updated
New Deal (Sales)
Counterparty changed
Actions 37
Create Entry
Update Entry
New counterparty
Update counterparty
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How to Connect Cognito Forms to Planfact
Create powerful Cognito Forms integration with Planfact in just a few simple steps.
Connect Cognito Forms to Planfact
Log in to Albato, select Cognito Forms and Planfact, and follow the quick setup steps—no coding required. Integrate Cognito Forms with Planfact with just a few clicks!
Build a workflow for your Cognito Forms and Planfact integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Cognito Forms and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Cognito Forms
Cognito Forms
Automate form data collection and processing with the Cognito Forms integration via Albato, connecting you to over 1,000 popular applications. This integration enables you to manage form entries more efficiently by automatically creating, updating, retrieving, or deleting submissions through Cognito Forms’ API. Easily connect with tools like Google Sheets, Notion, CRMs, or email platforms to trigger workflows when new entries are received or updated. Available triggers include new, updated, and deleted entries, while actions support full entry management, including creation, update, search by ID, and deletion. Simplify data handling and boost productivity with the Cognito Forms integration via Albato.
Categories
- Forms, Surveys & Quiz
Planfact
Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.
Categories
- Accounting apps













