Connect Cognito Forms and Planable
Integrate Cognito Forms with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when When a new post is created in Planable
Create form entry in Cognito Forms when When a new post is created in Planable
Delete entry from Cognito Forms when When a new post is created in Planable
Get Document from Cognito Forms when When a new post is created in Planable
Get form entry from Cognito Forms when When a new post is created in Planable
Popular Cognito Forms + Planable 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
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
List forms in Cognito Forms when When a new post is created in Planable
Use this flowCreate form entry in Cognito Forms when When a new post is created in Planable
Use this flowDelete entry from Cognito Forms when When a new post is created in Planable
Use this flowGet Document from Cognito Forms when When a new post is created in Planable
Use this flowGet form entry from Cognito Forms when When a new post is created in Planable
Use this flowList forms in Cognito Forms when When a post becomes fully approved in the workspace in Planable
Use this flowCreate form entry in Cognito Forms when When a post becomes fully approved in the workspace in Planable
Use this flowDelete entry from Cognito Forms when When a post becomes fully approved in the workspace in Planable
Use this flowGet Document from Cognito Forms when When a post becomes fully approved in the workspace in Planable
Use this flowGet form entry from Cognito Forms when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
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.
Create Post
Creates a new social media post in Planable.
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 moreSimilar apps
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Planable 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 Planable 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 Planable. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Planable, and a separate workflow where Planable 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 Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.