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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.

Settings > Automations manages webhook automations only. Email automations are not created here -- you configure them per form instance, in the Automation step of the form instance setup. See Form Instance Access and Automation.

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.

Managing your automations​

The Automations list gives you a few controls to find and organize your automations:

  • Filter by context. Use the All, Forms, and Events tabs to show only the automations that apply to that area, or all of them at once.
  • Switch the view. Toggle between a list view and a grid view using the view buttons next to the filters.
  • Create or edit. Use Create Automation to add a new one, or open the actions on a row to Edit or Delete it. When you have no automations yet, use Create your first automation.

When an automation can't be deleted​

If an automation is still used by one or more form instances, you can't delete it. A dialog titled Automation In Use appears and lists the form instances that still use it. Remove the automation from those form instances first, then delete it. Choose Close to dismiss the dialog.

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​

Eventyflow has two kinds of automations, and they are configured in two different places:

  • Webhook automations send data to external systems. Use them to push form or event data to third-party tools. You create and manage these here, under Settings > Automations.
  • Email automations send emails to customers or your team. You do not create them here -- you set them up per form instance, in the Automation step of the form instance setup. There you pick a template and a recipient field.

Using automations in form instances​

When setting up a form instance, you configure automations in the Automation step:

  • Email automations (pick a template and a recipient field)
  • Webhook automations (the webhook automations you created here in Settings)

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