Forms Overview

The system includes native form functionality, allowing automations to receive and process submitted information. Automations may consist of multiple individual forms which work much like app screens.

Forms are designed with a drag-drop editor. Form actions may also include data-mapped input values that get inserted into the form design!

The system provides two types of forms: triggers and actions.

Form triggers are where a URL to a form is generated and anyone given that URL can access the form and submit input. A form trigger is like other instant triggers, where the automation's trigger is fired whenever form entries are submitted.

Form Triggers

Form actions are where the form is created as an action, which can optionally include data-mapped values to populate the form design with dynamic content. The output from a form action is the unique URL to the form, which is then typically sent to someone via email or some other mechanism. An "await form submission" action pauses the automation and awaits the form submission. When the form is submitted, the automation wakes up, the "await form submission" action emits the submitted form field values, and the automation continues its processing.

Form Actions