Connect Cognito Forms and Whautomate
Integrate Cognito Forms with Whautomate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New Client in Whautomate
Create form entry in Cognito Forms when New Client in Whautomate
Delete entry from Cognito Forms when New Client in Whautomate
Get Document from Cognito Forms when New Client in Whautomate
Get form entry from Cognito Forms when New Client in Whautomate
Popular Cognito Forms + Whautomate 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
Whautomate
Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
List forms in Cognito Forms when New Client in Whautomate
Use this flowCreate form entry in Cognito Forms when New Client in Whautomate
Use this flowDelete entry from Cognito Forms when New Client in Whautomate
Use this flowGet Document from Cognito Forms when New Client in Whautomate
Use this flowGet form entry from Cognito Forms when New Client in Whautomate
Use this flowList forms in Cognito Forms when New Contact in Whautomate
Use this flowCreate form entry in Cognito Forms when New Contact in Whautomate
Use this flowDelete entry from Cognito Forms when New Contact in Whautomate
Use this flowGet Document from Cognito Forms when New Contact in Whautomate
Use this flowGet form entry from Cognito Forms when New Contact in Whautomate
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Whautomate.
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.
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 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Whautomate 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 Whautomate 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 Whautomate. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Whautomate, and a separate workflow where Whautomate 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 Whautomate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Whautomate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
