How does the Abby Connect and Cognito Forms integration work?
The integration uses Zapier to send call or message data from Abby Connect to Cognito Forms automatically. When a new call record or message is created, the details are captured and transferred to your chosen Cognito Form fields.
What information from Abby Connect can be sent to Cognito Forms?
The integration can send call notes, receptionist name, transfer number, called number, caller ID, and call start time. If you’re using message triggers, you can include custom message fields like case type or caller location.
What do I need to set up the integration with Cognito Forms?
You’ll need a Zapier account and an Abby Connect API key from your account at my.abby.com under Settings, Integrations, Zapier. Then, in Zapier, choose Abby Connect as the trigger app and Cognito Forms as the action app.
Can Cognito Forms send data back to Abby Connect?
No, this is a one-way integration. Abby Connect shares data with Cognito Forms, but Abby cannot receive updates or new information from Cognito Forms or any other connected application.
Which triggers are available for this integration?
The Abby Connect Zapier integration supports two triggers: New Call Record and New Message. Each trigger activates when a new call or message is logged and sends that data to Cognito Forms or another connected app.