Integrate Cognito Forms with vPlan to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New or Changed Collection in vPlan
Create form entry in Cognito Forms when New or Changed Collection in vPlan
Delete entry from Cognito Forms when New or Changed Collection in vPlan
Get Document from Cognito Forms when New or Changed Collection in vPlan
Get form entry from Cognito Forms when New or Changed Collection in vPlan
Start from a real workflow other teams are already running.
Cognito Forms
When this happens...
vPlan
Automatically do this!
Create Activity
Create Resource
List forms in Cognito Forms when New or Changed Collection in vPlan
Use this flowCreate form entry in Cognito Forms when New or Changed Collection in vPlan
Use this flowDelete entry from Cognito Forms when New or Changed Collection in vPlan
Use this flowGet Document from Cognito Forms when New or Changed Collection in vPlan
Use this flowGet form entry from Cognito Forms when New or Changed Collection in vPlan
Use this flowList forms in Cognito Forms when New or Updated Card in vPlan
Use this flowCreate form entry in Cognito Forms when New or Updated Card in vPlan
Use this flowDelete entry from Cognito Forms when New or Updated Card in vPlan
Use this flowGet Document from Cognito Forms when New or Updated Card in vPlan
Use this flowGet form entry from Cognito Forms when New or Updated Card in vPlan
Use this flowEverything you can automate between Cognito Forms and vPlan.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
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 new Activity.

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 moreSign up for a free viaSocket account, then authorize both your Cognito Forms and vPlan 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 vPlan 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 vPlan. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in vPlan, and a separate workflow where vPlan 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 vPlan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and vPlan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.