STEP 1
Connect Cognito Forms and Heartbeat
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cognito Forms and Heartbeat Integration
Connect Cognito Forms and Heartbeat to automate marketing workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Cognito Forms and Heartbeat
Detailed info you need to know about Cognito Forms and Heartbeat integrations in WEXTL. Explore which modules apps support and how you connect them.
Cognito Forms
Online form builder for surveys, orders, registrations, and workflows. [5]
How to connect Cognito Forms to Heartbeat
Set up your Cognito Forms and Heartbeat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cognito Forms and Heartbeat nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cognito Forms and Heartbeat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cognito Forms and Heartbeat work in WEXTL?
WEXTL exposes actions and triggers for Cognito Forms and Heartbeat that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cognito Forms triggersHeartbeat actions
Cognito Forms modules
- Create EntryCreates a new entry in a form.
- Delete EntryDeletes an entry from a form.
- Get EntryReturns a single entry with its metadata.
- Get Entry DocumentGenerates and returns a document for an entry.
- Get Entry FileReturns a file uploaded to an entry.
- Get FormReturns a single form's name and internal name.
- Get Form SchemaReturns the schema of a form's fields and their data types.
- Get Import StatusReturns the progress and results of an entry import.
- Get OData MetadataReturns the OData metadata document for your forms.
- Get View EntryReturns a single entry as it appears in an entry view.
- Get View MetadataReturns the OData metadata document for an entry view.
- Import EntriesCreates, updates, or deletes entries from a spreadsheet or CSV file.
- List FormsRetrieves a list of forms the API key can access.
- List OData FormsRetrieves a list of forms from the OData service.
- List View EntriesRetrieves a list of entries shown in an entry view.
- Make an API CallPerforms an arbitrary authorized API call.
- Set Public Link AvailabilitySets when a form's public link opens and closes.
- Update EntryUpdates the fields you specify on an existing entry.
- Upload FileUploads a file that can be attached to an entry.
- Watch Deleted EntriesTriggers when an entry is deleted.
- Watch New EntriesTriggers when a new entry is submitted.
- Watch Updated EntriesTriggers when an entry is updated.
Heartbeat modules
- Create a CommentCreates a new comment.
- Create a Direct ChatCreates a chat between two users.
- Create a ThreadCreates a new thread.
- Create a UserCreates a user in a community.
- Create an InvitationCreates a new invitation for an event or a meeting.
- Delete a ChannelDeletes a channel.
- Delete a UserDeletes a user by email.
- Get a UserRetrieves a single user.
- List ChannelsRetrieves a list of channels.
- List Chat HistoryRetrieves a chat history with the latest 100 messages.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Reactivate a UserReactivates a user account by email.
- Search UsersSearches for users.
- Send a Channel MessageSends a new message to a channel.
- Send a Direct MessageSends a direct message to a user.
- Watch EventsTriggers when a specific event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cognito Forms and Heartbeat integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cognito Forms and Heartbeat.
Connect your Cognito Forms and Heartbeat accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cognito Forms's "Watch Deleted Entries" fires, WEXTL can "Create a Comment" in Heartbeat. Cognito Forms has 3 triggers (including Watch Deleted Entries, Watch New Entries, and Watch Updated Entries); Heartbeat has 16 actions (including Create a Comment, Create a Direct Chat, and Create a Thread). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cognito Forms-to-Heartbeat automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cognito Forms (or Heartbeat) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cognito Forms + Heartbeat automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cognito Forms and Heartbeat integration.
- Cognito Forms and Heartbeat integration source code, module specs and credentials implementation.
- Our Cognito Forms and Heartbeat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cognito Forms and Heartbeat — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cognito Forms integration information
- Heartbeat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library