Connect Cognito Forms and Heartbeat
Integrate Cognito Forms with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create form entry in Cognito Forms when New Event in Heartbeat
Get Document from Cognito Forms when New Event in Heartbeat
Create form entry in Cognito Forms when New Thread in Heartbeat
Get Document from Cognito Forms when New Thread in Heartbeat
Create form entry in Cognito Forms when On group join in Heartbeat
Popular Cognito Forms + Heartbeat 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
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Create form entry in Cognito Forms when New Event in Heartbeat
Use this flowGet Document from Cognito Forms when New Event in Heartbeat
Use this flowCreate form entry in Cognito Forms when New Thread in Heartbeat
Use this flowGet Document from Cognito Forms when New Thread in Heartbeat
Use this flowCreate form entry in Cognito Forms when On group join in Heartbeat
Use this flowGet Document from Cognito Forms when On group join in Heartbeat
Use this flowCreate form entry in Cognito Forms when New User in Heartbeat
Use this flowGet Document from Cognito Forms when New User in Heartbeat
Use this flowCreate form entry in Cognito Forms when New Event Rsvp for a new event RSVP in Heartbeat
Use this flowGet Document from Cognito Forms when New Event Rsvp for a new event RSVP in Heartbeat
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Heartbeat.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information 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.
Add user to group
Add members to a group.
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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Heartbeat 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 Heartbeat 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 Heartbeat. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Heartbeat, and a separate workflow where Heartbeat 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 Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
