STEP 1
Connect Cognito Forms and Instantly
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 Instantly Integration
Keep Cognito Forms and Instantly in sync by integrating their events and actions. When marketing events happen in Cognito Forms, update the Instantly automatically - without any line of code in visual workflow builder.
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Learn about Cognito Forms and Instantly
Detailed info you need to know about Cognito Forms and Instantly 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 Instantly
Set up your Cognito Forms and Instantly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cognito Forms and Instantly 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 Instantly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cognito Forms and Instantly work in WEXTL?
WEXTL exposes actions and triggers for Cognito Forms and Instantly 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 triggersInstantly 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.
Instantly modules
- Activate CampaignActivate(start), or resume a campaign.
- Approve Sales Agent ActivitiesApprove multiple AI Sales Agent activities.
- Approve Sales Agent ActivityApprove an AI Sales Agent activity.
- Bulk Add LeadsAdd leads in bulk to a campaign or list.
- Bulk Assign LeadsBulk assign leads to organization users.
- Bulk Delete Agent ItemsBulk delete AI agent items.
- Bulk Delete LeadsDelete leads in bulk.
- Complete Deliverability Feed ItemComplete a Deliverability Agent feed item.
- Count Leads From SupersearchCounts leads From Supersearch.
- Count Unread EmailsCounts unread Emails.
- Create AccountCreates account.
- Create AIEnrichmentCreate AI enrichment.
- Create Block List EntryCreates block List Entry.
- Create Bluk Block List EntryBulk create block list entry.
- Create CampaignCreates campaign.
- Create Campaign SubsequenceCreates campaign Subsequence.
- Create Company ListCreate a company list build.
- Create Custom TagCreates custom Tag.
- Create Email VerificationCreates email Verification.
- Create Enrichment WorkflowSave an enrichment workflow.
- Create From ExportCreate campaign from shared one.
- Create Inbox Manager AgentCreate an AI Inbox Manager.
- Create Inbox Manager GuidanceCreate an AI Inbox Manager guidance.
- Create Inbox Placement TestCreates inbox Placement Test.
- Create LeadCreates lead.
- Create Lead Finder AgentCreate an AI Lead Finder Agent.
- Create Lead LabelCreates lead Label.
- Create Lead ListCreates lead List.
- Create Sales AgentCreate an AI Sales Agent.
- Create Sales Guidance RuleCreate an AI Sales Agent guidance rule.
- Create Saved SearchSave a search.
- Create Super Search EnrichmentCreate an enrichment.
- Create Workspace Group MemberCreates workspace Group Member.
- Create Workspace MemberCreates workspace Member.
- Delete AccountDeletes account.
- Delete All Block List EntryDelete all block list entries.
- Delete Block List EntryDeletes block List Entry.
- Delete Bulk Block List EntryBulk delete block list entry.
- Delete CampaignDeletes campaign.
- Delete Campaign SubsequenceDeletes campaign Subsequence.
- Delete Company ListDelete a terminal company list.
- Delete Custom TagDeletes custom Tag.
- Delete Deliverability AgentDelete an AI Deliverability Agent.
- Delete Domain ForwardingRemove domain forwarding.
- Delete EmailDeletes email.
- Delete Enrichment WorkflowDelete a saved enrichment workflow.
- Delete Inbox Manager AgentDelete an AI Inbox Manager.
- Delete Inbox Manager GuidanceDelete an AI Inbox Manager guidance.
- Delete Inbox Placement TestDeletes inbox Placement Test.
- Delete LeadDeletes lead.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cognito Forms and Instantly 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 Instantly.
Connect your Cognito Forms and Instantly 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 "Activate Campaign" in Instantly. Cognito Forms has 3 triggers (including Watch Deleted Entries, Watch New Entries, and Watch Updated Entries); Instantly has 206 actions (including Activate Campaign, Approve Sales Agent Activities, and Approve Sales Agent Activity). 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-Instantly 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 Instantly) 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 + Instantly 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 Instantly integration.
- Cognito Forms and Instantly integration source code, module specs and credentials implementation.
- Our Cognito Forms and Instantly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cognito Forms and Instantly — 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
- Instantly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library