Connect Cognito Forms and Whautomate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
Ready to use Cognito Forms and Whautomate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created in whautomate
New Contact
Triggers when a new contact is created
New Appointment Scheduled
Triggers when a new appointment is scheduled
Appointment Cancelled
Triggers when the appointment is cancelled
Appointment Reschedule
Triggers when an existing appointment is reschedule
Client Tag Created
Triggers when a client is added to a tag
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.
Assign Tags to Client
Assigns Tag(s) to an existing Client in Whautomate.
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Frequently Asked Questions
To start, connect both your Cognito Forms and Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Whautomate. This includes choosing which data fields go into which fields of Whautomate, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Whautomate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cognito Forms and Whautomate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Whautomate
Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
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