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Automations

Set up webhook automations that run when something happens in your forms or events. For example, send a notification to your CRM whenever a new form submission comes in.

This area depends on your plan. If not available, the section is visible but locked.

What you can do​

  • Create a new automation.
  • Edit existing automations.
  • Activate or deactivate automations.
  • Delete automations that are no longer in use.

Setting up an automation​

Each automation has these fields:

  • Name and description.
  • Type -- currently webhook.
  • Context -- choose whether it applies to forms, events, or both. At least one is required.
  • Webhook settings:
    • Target URL
    • Request type (e.g. POST, GET)
    • Custom headers (key/value pairs). Add custom headers like Authorization: Bearer your-token to authenticate webhook requests.

Incomplete webhook settings will block saving.

Email vs. webhook automations​

  • Email automations send emails to customers or your team. You pick a template and a recipient field.
  • Webhook automations send data to external systems. Use them to push form or event data to third-party tools.

Using automations in form instances​

When setting up a form instance, you map automations in the automation step:

  • Email automations (pick a template and a recipient field)
  • Webhook automations

All required mappings must be set before you can finish the setup wizard.