Connect Cognito Forms and folk
Integrate Cognito Forms with folk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cognito Forms + folk flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
Choose an action
folk
Automatically do this!
Create Person
Create Company
Update Person
Update Company Details
List Person
List Company
Get a Company
Get a Person
Create form entry in Cognito Forms when Company Removed in Folk
Use this flowGet form entry from Cognito Forms when Company Updated in Folk
Use this flowCreate form entry in Cognito Forms when Person Added to Folk
Use this flowList forms in Cognito Forms when Person Added to Folk
Use this flowList forms in Cognito Forms when Company Removed in Folk
Use this flowGet Document from Cognito Forms when Company Removed in Folk
Use this flowList forms in Cognito Forms when Company Updated in Folk
Use this flowGet Document from Cognito Forms when Person Removed in Folk
Use this flowGet Document from Cognito Forms when Person Added to Folk
Use this flowDelete entry from Cognito Forms when Company Removed in Folk
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and folk.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Added
Triggers when a new company is created or added to a group.
Person Added
Triggers when a new person is created or added to a group.
Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
Company Updated
Triggers when a company basic field ( like name, email or URL) in a group is updated.
Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
Person Updated
Triggers when a person basic field ( like first name, job title, email or URL ) in a group is updated.
Do thisActions
Action is the task that follows automatically within your Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Create Person
Create a person with name, job, contacts, company, groups, and custom field values.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreSimilar apps
About folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and folk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cognito Forms and folk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach folk. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in folk, and a separate workflow where folk triggers actions in Cognito Forms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cognito Forms and folk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and folk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
