Integrations Cognito Forms Heartbeat
Cognito Forms + Heartbeat

Connect Cognito Forms and Heartbeat to Build Intelligent Automations

Choose a Trigger

Cognito Forms

When this happens...

Choose an Action

Heartbeat

Automatically do this!

Ready to use Cognito Forms and Heartbeat automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Triggers when new events are created.

New Thread

New Thread

Triggers when the new thread is created.

On group join

On group join

Triggers when a user joins a group

New User

New User

Triggers when a new user joins your community through an invitation link.

New Event Rsvp

New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

New or Updated User

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

List forms

Get a list of all forms in your Cognito Forms account.

Create form entry

Create form entry

Create a new submission in the selected Cognito Form to save the respondent's details.

Delete entry

Delete entry

Delete an entry from Cognito Forms.

Get Document

Get Document

Retrieve the document created from a Cognito Forms entry so you can save or share it.

Get form entry

Get form entry

Retrieve a single entry from a Cognito form to view its submitted responses.

Add user to group

Add user to group

Add members to a group.

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Frequently Asked Questions

How do I start an integration between Cognito Forms and Heartbeat?

To start, connect both your Cognito Forms and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Heartbeat (or vice versa).

Can we customize how data from Cognito Forms is recorded in Heartbeat?

Absolutely. You can customize how Cognito Forms data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cognito Forms and Heartbeat?

The data sync between Cognito Forms and Heartbeat typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cognito Forms to Heartbeat?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cognito Forms and Heartbeat?

Yes, you can set conditional logic to control the flow of data between Cognito Forms and Heartbeat. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Cognito Forms

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.

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Heartbeat

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.

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