Full list

Supported Triggers & Actions

Everything you can automate between Cognito Forms and Slide.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new contact is created

When a new contact is created

Runs the workflow automatically whenever a new contact is created in the account.

When a new WhatsApp message is received

When a new WhatsApp message is received

Runs the workflow automatically whenever a new WhatsApp message is received in the account.

When an email is delivered

When an email is delivered

Runs the workflow automatically whenever an email is confirmed as delivered to the recipient.

When a new order is created

When a new order is created

Runs the workflow automatically when a new order is created in the connected Shopify store.

When a voice call is completed

When a voice call is completed

Runs the workflow automatically whenever a voice call is completed.

When a contact is updated

When a contact is updated

Runs the workflow automatically whenever a contact 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.

Send One-Time Password

Send One-Time Password

Send a one-time password (OTP) to a phone number using a specified OTP widget configuration.

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 + Slide
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.

Learn more
Integrations Slide
Slide + Cognito Forms
Slide logo

About Slide

Slide by Synquic is an omnichannel marketing and messaging automation platform. Automate Instagram DMs (including comment-to-DM and story replies), run WhatsApp Business API broadcasts and flows, build chatbots, send email campaigns and drips, and trigger AI voice calls—all from one dashboard. As a Meta Verified Tech Partner, Slide helps brands capture leads, engage customers, and drive conversions with analytics and ecommerce integrations like Shopify. Trusted by 40+ brands across India.

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Frequently Asked Questions

How do I connect Cognito Forms and Slide?

Sign up for a free viaSocket account, then authorize both your Cognito Forms and Slide 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 Slide 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 Slide?

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

Can the integration run in both directions?

Yes. You can set up a workflow where Cognito Forms triggers actions in Slide, and a separate workflow where Slide 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 Slide. 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 Slide integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.