Connect Cognito Forms and Harpoon
Integrate Cognito Forms with Harpoon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cognito Forms + Harpoon 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
Harpoon
Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
List forms in Cognito Forms when New Client in Harpoon
Use this flowCreate form entry in Cognito Forms when New Client in Harpoon
Use this flowDelete entry from Cognito Forms when New Client in Harpoon
Use this flowGet Document from Cognito Forms when New Client in Harpoon
Use this flowGet form entry from Cognito Forms when New Client in Harpoon
Use this flowList forms in Cognito Forms when New Project in Harpoon
Use this flowCreate form entry in Cognito Forms when New Project in Harpoon
Use this flowDelete entry from Cognito Forms when New Project in Harpoon
Use this flowGet Document from Cognito Forms when New Project in Harpoon
Use this flowGet form entry from Cognito Forms when New Project in Harpoon
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Harpoon.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when new client created.
New Project
Triggers when there is a new project.
New Expense Category
Trigerrs when there is a new expense category.
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.
List All Clients
Get all the clients.
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 more
About Harpoon
Harpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Harpoon 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 Harpoon 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 Harpoon. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Harpoon, and a separate workflow where Harpoon 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 Harpoon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Harpoon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
