Cognito Forms + Circle Integration

Integrate Circle to Cognito Forms in one click, or tell Integrately AI how you want each submission handled. Create community members, send direct messages, log responses in your sheets, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
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Ready Workflows Ready Workflows for Circle + Cognito Forms Integration

Capture submissions, create community members, send direct messages, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Cognito Forms + Circle Integration

Create Circle contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Circle. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Circle integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Circle + Cognito Forms flow

Sync your community signups and form entries with marketing, billing, and project tools to keep your workflows connected. Pick a combination and activate it in one click.

Cognito Forms
Circle
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StripeStripe (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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ZoomZoom (8)
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NotionNotion (8)
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Create a Stripe customer from every new Cognito Forms entry, and invite them as a member in Circle.
New Cognito Forms entries instantly create a Stripe customer and send a Circle member invite, removing manual data entry across your billing and community platforms.
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When a Cognito Forms entry is updated, create a Stripe subscription and update the member profile in Circle.
Updated form entries refresh Stripe subscription details and sync member updates in Circle automatically.
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If a Cognito Forms entry indicates a paid plan, create a Stripe invoice and add the member to a space in Circle.
Paid form submissions automatically generate Stripe invoices and grant immediate access to your Circle community space.
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Create a Stripe payment record for every Cognito Forms entry, and send a direct message in Circle.
New form submissions log payment records in Stripe and dispatch direct welcome messages to members in Circle.
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If a Cognito Forms entry selects VIP tier, create a Stripe customer and tag the community member in Circle.
VIP form submissions trigger Stripe customer creation and apply special VIP membership tags in Circle.
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When a Cognito Forms entry is updated with new payment info, update the Stripe customer and update the member in Circle.
Updated payment entries refresh Stripe customer data and synchronize member details in Circle.
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Use ChatGPT to analyse every new Cognito Forms entry, create a Stripe customer, and invite the member in Circle.
ChatGPT evaluates form submissions to structure customer data before setting up Stripe and Circle accounts.
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Turn every new Cognito Forms entry into a Stripe customer, invite them in Circle, and notify your finance team on Slack.
Form entries initiate Stripe billing, grant Circle community access, and alert your team on Slack.

Supported triggers and actions for Cognito Forms and Circle

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
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Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
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No action is available
Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
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Add member to space group in Circle
Adds a member to a space group
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Add member to space in Circle
Invites a new member to join your workspace or group
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Remove member from space in Circle
Removes a member from a designated workspace or community
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Remove member from your community in Circle
Removes selected member from your community
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Remover member from space group in Circle
Removes a member from a space group
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Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
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Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
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Update event in Circle
Updates event details with the latest information
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Remove member from event in Circle
Removes a member from a particular event
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Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
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Search member of space group in Circle
Searches for a member of a space group
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Create comment in Circle
Generates a new comment
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What can you automate with Circle + Cognito Forms?

Streamline your community management by connecting every form submission to automated member onboarding and data syncs.

What you can automate?
🚀
Create community members from form entries instantly
Automatically send a Circle member invite the exact moment a visitor submits your Cognito Forms entry. Eliminate manual data copying and onboard participants without delay.
📋
Capture every submitted form field accurately
Map all custom answers from your Cognito Forms submission into your community and tracking tools. Ensure no detail or preference is left behind during member intake.
🔔
Alert your team the moment an entry arrives
Send instant notifications to your team channels whenever a new form submission comes in. Keep staff informed and ready to engage with new community participants.
🔀
Route members based on submitted answers
Send submitters to different community spaces or apply specific tags depending on the options they selected in their Cognito Forms entry.
🔄
Keep member profiles updated automatically
Synchronize changes whenever a Cognito Forms entry is updated. Ensure member details and subscription statuses reflect the most recent information.
🔍
Add or update records without creating duplicates
Search existing member profiles before creating new ones. Keep your community database clean and organized by updating existing records when matching emails appear.
💳
Handle subscription and payment status changes
Trigger automated workflows when form-based subscriptions are paid, refunded, or cancelled. Manage community access seamlessly based on billing events.
🔗
Extend your workflow to external apps
Connect your core form and community setup to Stripe, Slack, or Google Sheets to handle billing, team alerts, and spreadsheet logging in one unified pipeline.
And much more...

Who is Circle + Cognito Forms integration for?

Connecting form submissions with your community platform eliminates manual entry, keeping member onboarding, billing, and team coordination fully synchronised.

Community Analytics Leads
Community Analytics Leads
Community Operations Teams
Community Operations Teams
Client Success Managers
Client Success Managers
Membership Coordinators
Membership Coordinators
Sales Development Reps
Sales Development Reps
Database Administrators
Database Administrators
📈
Community Analytics Leads
You're tracking member growth across multiple forms, but your reporting sheets only update when someone manually exports entries, so the submission counts you're reviewing are always outdated — with this integration, every new entry lands in your records instantly and your data stays current.
Community Operations Teams
You need to onboard new members as soon as they submit forms, but manual invites and role assignments create bottlenecks that slow down your launch — with this integration, every new submission triggers instant community access and role assignment.
🤝
Client Success Managers
You answer to stakeholders who want immediate visibility into new participant registrations, but finding out about submissions hours later delays your outreach — with this integration, every new entry is logged and notified immediately so nothing slips through.
📊
Membership Coordinators
The volume of daily form submissions is too high for anyone to keep up by hand, leading to missed invites and disorganized records — with this integration, every submission is processed automatically without manual effort.
👥
Sales Development Reps
You own the outreach step and depend on form submitters to be handed over quickly, but delays between form submission and community setup cause cold leads — with this integration, member onboarding happens the moment the form is submitted.
🗂️
Database Administrators
You need a reliable history of all form submissions and member records, but manual syncing keeps leaving gaps and duplicate entries across your tools — with this integration, every record matches perfectly from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Cognito Forms + Circle

Build and manage your Cognito Forms + Circle automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cognito Forms + Circle with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Circle to Cognito Forms?
Frequently Asked Questions
You can connect Circle to Cognito Forms in one click using ready templates or ask Integrately AI to build the integration. You can also connect Stripe, Mailchimp, Slack, Google Sheets, Zoom, and Notion.
Can I automatically create a Circle member when a Cognito Forms entry is submitted?
Frequently Asked Questions
Can I connect Circle, Cognito Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Cognito Forms?
Frequently Asked Questions
How does Circle handle member data in this integration?
Frequently Asked Questions
Can Cognito Forms trigger updates when submission details change?
Frequently Asked Questions
Do I need coding skills to automate Circle and Cognito Forms?
Frequently Asked Questions
Is the Circle and Cognito Forms integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Circle or Cognito Forms With 1500+ Other Apps

Circle
Popular Circle Integrations
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Cognito Forms
Popular Cognito Forms Integrations
Sync Cognito Forms with project management, database, and billing tools to keep form data organized across your stack.