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Connect Cognito Forms and Nifty

Integrate Cognito Forms with Nifty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Cognito Forms and Nifty.

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggers when a new document is uploaded to a task or project.

New Project Is Created

New Project Is Created

Runs when project is created

New Message Sent

New Message Sent

Triggers instantly when a new message is sent

New File Is Uploaded

New File Is Uploaded

Runs when new file is uploaded

New Milestone Created

New Milestone Created

Trigger When A New Milestone Is Created

New Portfolio Created

New Portfolio Created

Triggers when a new portfolio is created.

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.

Create Task

Create Task

Create a task in a project

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Cognito Forms
Cognito Forms + Nifty
Cognito Forms logo

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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Integrations Nifty
Nifty + Cognito Forms
Nifty logo

About Nifty

Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.

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Frequently Asked Questions

How do I connect Cognito Forms and Nifty?

Sign up for a free viaSocket account, then authorize both your Cognito Forms and Nifty 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Cognito Forms and Nifty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Cognito Forms to Nifty?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nifty. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Cognito Forms triggers actions in Nifty, and a separate workflow where Nifty triggers actions in Cognito Forms. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Cognito Forms and Nifty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Cognito Forms and Nifty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.