Create Word and PDF documents with Plumsail from Cognito Forms data

Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.

Watch for new Cognito Forms entries and upload files to Microsoft SharePoint

Automatically upload files to Microsoft SharePoint when new entries are submitted in Cognito Forms, streamlining document management and enhancing collaboration.

Watch for new Cognito Forms entries and add them to Google Sheets

Automatically track new Cognito Forms entries and add them to Google Sheets for streamlined data management and easy access to form responses.

Watch for new Cognito Forms entries and send updates to Notion and Slack

Automatically track new Cognito Forms entries and update your Notion database while sending instant notifications to Slack for streamlined team communication.

Send new Cognito Forms entries to an HTTP endpoint

Streamline your data collection process by automatically sending new entries from Cognito Forms to your desired endpoint using HTTP. With this template, every time a new entry is submitted in Cognito Forms, Make will seamlessly transmit the data to your specified URL, ensuring that you never miss important information and can efficiently manage your workflows. Perfect for businesses looking to enhance their data handling and integration capabilities.

Create or update records in Ninox for new entries from Cognito Forms

Streamline your data management process by automatically transferring new entries from Cognito Forms to Ninox. With this template, every time a new entry is submitted in Cognito Forms, Make will create or update the corresponding records in your Ninox database. This integration ensures that your data remains organized and up-to-date, allowing you to focus on what matters most—growing your business.

Add new Cognito Forms entries as rows in Smartsheet

Streamline your data management process by automatically transferring new entries from Cognito Forms to Smartsheet. With this template, every time a new entry is submitted in Cognito Forms, Make will create a corresponding row in Smartsheet, ensuring your data is organized and easily accessible for further analysis and collaboration. This integration eliminates manual data entry, saving you time and reducing the risk of errors. Perfect for teams looking to enhance their workflow efficiency.

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Create a purchase order and a Revolut draft payment when Zoho inventory falls below certain level

Use this template to create a purchase order from a Google Docs template, send it over in an Email and create a Revolut Business draft payment when Zoho inventory reaches a certain level. The Make template works with this Google Docs [purchase order template](https://docs.google.com/document/d/1TnppGiTfU1DkIDrm3HS7oOJ0NIv7yTMBC9uiKgmnkEM/edit?usp=sharing). You can create your own Google Docs template - use {{ }} brackets for the text you want to replace with items from Airtable fields (more on that below). The setup of the template assumes you have your supplier data stored in an Airtable table. If you're using above linked Google Docs template your Airtable table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual), Supplier's email address, Supplier's address (separate fields for Street address, City and Postal Code), Quantity you want to purchase, Zoho Inventory item ID and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

Create linked Kommo leads and contacts from new Cognito Forms entries

Every time someone fills out your Cognito Form, Make will automatically create a new lead and contact in Kommo.