--- title: "Connect Booqable and Cognito Forms - APIANT.ai" description: "When \"Completed Payment\" fires in Booqable, your agent runs \"Get Document\" in Cognito Forms." canonical: "https://apiant.ai/connect/booqable-to-cognito-forms" --- # Connect Booqable and Cognito Forms When **Completed Payment** fires in [Booqable](https://apiant.ai/connections/booqable), your agent runs **Get Document** in [Cognito Forms](https://apiant.ai/connections/cognito-forms), or **New Entry** in Cognito Forms to **Create Customer** in Booqable. Describe the whole flow and it is built, tested on every scenario and kept running. Booqable **8** triggers Booqable **15** actions Cognito Forms **2** triggers Cognito Forms **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Booqable and Cognito Forms to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Booqable and Cognito Forms can do together ### From Booqable to Cognito Forms - When **Completed Payment** in Booqable then **Get Document** in Cognito Forms - When **New Customer** in Booqable then **Create Entry** in Cognito Forms ### From Cognito Forms to Booqable - When **New Entry** in Cognito Forms then **Create Customer** in Booqable - When **Updated Entry** in Cognito Forms then **Create Order** in Booqable Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Booqable and Cognito Forms ## Triggers and actions 10 triggers ยท 25 actions - Trigger **Completed Payment** Triggers when a payment is completed. - Trigger **Finalize Invoice** Triggers when an invoice is finalized. - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Product** Fires when a new product is created in the catalog. - Trigger **Reserved Order** Triggers when an order is reserved. - Trigger **Started Order** Triggers when an order is started. - Trigger **Stopped Order** Triggers when an order is stopped. - Trigger **Updated Order** Triggers when an order is updated. - Action **Create Coupon** Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items. - Action **Create Customer** Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields. - Action **Create Order** Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields. - Action **Find Customer - By ID** Returns one Booqable customer by its id, including the account's own customer custom fields. - Action **Find Customer - By Name or Email** Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both. - Action **Find Order - By ID** Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields. - Action **Find Product - By ID** Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields. - Action **List Customers** Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values. - Action **List Documents** Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer. - Action **List Locations** Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled. - Action **List Orders** Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer. - Action **List Payments** Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer. - Action **List Products** Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group. - Action **List Stock Items** Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location. - Action **Update Customer** Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields. - Trigger **New Entry** Triggers when a new entry is submitted to the selected form. - Trigger **Updated Entry** Triggers when an entry on the selected form is updated. - Action **Create Entry** Creates a new entry on a Cognito Forms form with the field values you supply. - Action **Delete Entry** Deletes an entry from a Cognito Forms form. - Action **Get Document** Generates and returns a document for a form entry from one of the form's document templates, including a link to download the file. - Action **Get Entry** Returns a single entry from a Cognito Forms form, including all of its field values. - Action **Get Form Entries** Returns the entries submitted to a form, with each entry's field values. - Action **Get form fields** Returns the list of fields defined on a Cognito Forms form, including each field's name, type and settings. - Action **Get form schema** Returns the JSON schema of a form, describing each of its fields and their types. - Action **List forms** Returns all forms in your Cognito Forms organization, with each form's id and name. - Action **Set Form Availability** Sets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable. - Action **Update Entry** Updates an existing entry on a form, changing only the field values you supply. ## Each app on its own - [ **Booqable** Booqable is cloud-based rental software to manage your business and accept online bookings.](https://apiant.ai/connections/booqable) - [ **Cognito Forms** Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their...](https://apiant.ai/connections/cognito-forms) Reviews ## What our customers say ## More from Booqable - [ **Booqable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booqable-to-slack) - [ **Booqable to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/booqable-to-pipedrive) - [ **Booqable to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/booqable-to-erpnext) - [ **Booqable to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/booqable-to-ip-api) - [ **Booqable to Stytch** User infrastructure for modern applications](https://apiant.ai/connect/booqable-to-stytch) - [ **Booqable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booqable-to-hubspot) ## More into Cognito Forms - [ **ActiveCampaign to Cognito Forms** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cognito-forms) - [ **Airtable to Cognito Forms** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cognito-forms) - [ **Asana to Cognito Forms** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cognito-forms) - [ **ClickUp to Cognito Forms** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-cognito-forms) - [ **Brevo to Cognito Forms** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cognito-forms) - [ **Calendly to Cognito Forms** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cognito-forms) Questions ## Booqable and Cognito Forms, answered ### ### What can start an automation from Booqable? Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cognito Forms when something happens in Booqable? Any of Cognito Forms's 10 actions, including Create Entry, Update Entry, Get Document and Get Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cognito Forms to Booqable? Yes. When something happens in Cognito Forms, your agent can act in Booqable too. This page covers both directions: Cognito Forms's triggers and Booqable's actions are listed here as well. ### ### Do I have to build a connector for Booqable or Cognito Forms? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Booqable and Cognito Forms without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.