Cognito Forms to Email

Cognito Forms to Email

Connect Cognito Forms to Email like Magic

How to Use Magical to Transfer Data from Cognito Forms to Email

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Transfer Data from Cognito Forms to Email: A Step-by-Step Guide

With Magical, you can transfer data from Cognito Forms to Email in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Cognito Forms to Email, helping you streamline your data collection and communication processes.

What Cognito Forms data can you transfer

Magical enables you to transfer a wide array of data from Cognito Forms to Email. Here are some examples of the information you can extract:

Form Name
Submission Date
Entry ID
Form Data

And move more types of information by creating your own custom labels.

How to Transfer data from Cognito Forms to Email using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Cognito Forms to Email for more efficient data management. Follow these steps:

  1. Sign in to your Cognito Forms account and open the form containing the data you want to transfer, such as form responses and submitter's details.

  2. In Cognito Forms, label the information you want to transfer with Magical, like Form Name, Form Responses, or Submitter's Email.

  3. Open your Email and compose a new message where you want to add the Cognito Forms data.

  4. Type "//" in an empty field and select the information you want to transfer from Cognito Forms such as Form Name, Form Responses, etc.

  5. The next time you fill out an email, Magical will automatically transfer all the fields into the form with one click.

About Cognito Forms and Email

Efficient data collection and communication are crucial to maintaining smooth operations. Cognito Forms is a powerful data collection platform and Email is a universal communication tool. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Cognito Forms to Email, allowing you to focus on analyzing data and improving communication.

Other ways to connect Cognito Forms and Email

Using Zapier

Zapier provides a seamless connection between Cognito Forms and Email, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Cognito Forms and Email is by directly utilizing their APIs. By integrating both APIs, you empower teams with real-time data insights, fostering improved communication and a superior data management experience. To employ this method, refer to their respective API documentation.

Common Questions

WHAT IS MAGICAL

Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.

Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.

HOW TO INSTALL MAGICAL

The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.

After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.

Ready to automate with Magical?

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