Integrate Cognito Forms with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New Lead in Campaign in Instantly.ai
Create form entry in Cognito Forms when New Lead in Campaign in Instantly.ai
Delete entry from Cognito Forms when New Lead in Campaign in Instantly.ai
Get Document from Cognito Forms when New Lead in Campaign in Instantly.ai
Get form entry from Cognito Forms when New Lead in Campaign in Instantly.ai
Start from a real workflow other teams are already running.
Cognito Forms
When this happens...
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
List forms in Cognito Forms when New Lead in Campaign in Instantly.ai
Use this flowCreate form entry in Cognito Forms when New Lead in Campaign in Instantly.ai
Use this flowDelete entry from Cognito Forms when New Lead in Campaign in Instantly.ai
Use this flowGet Document from Cognito Forms when New Lead in Campaign in Instantly.ai
Use this flowGet form entry from Cognito Forms when New Lead in Campaign in Instantly.ai
Use this flowList forms in Cognito Forms when New Email Received
Use this flowCreate form entry in Cognito Forms when New Email Received
Use this flowDelete entry from Cognito Forms when New Email Received
Use this flowGet Document from Cognito Forms when New Email Received
Use this flowGet form entry from Cognito Forms when New Email Received
Use this flowEverything you can automate between Cognito Forms and Instantly.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Triggered when a new email is sent.
Triggered when a specific lead is unsubscribed.
Triggered when a specific campaign is completed.
Triggered when a Lead is marked as not interested.
Action is the task that follows automatically within your Cognito Forms integrations.
Get a list of all forms in your Cognito Forms account.
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete an entry from Cognito Forms.
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Retrieve a single entry from a Cognito form to view its submitted responses.
Create a lead in a list or campaign.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSign up for a free viaSocket account, then authorize both your Cognito Forms and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.