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SmartForm Workflow

Run a flow when a SmartForm is completed, whether via chat or web form.

When to Use​

  • Process form submissions automatically
  • Send confirmation emails
  • Create tickets in JIRA/ClickUp
  • Add leads to CRM
  • Generate documents

Configuration​

FieldDescription
SmartFormWhich form triggers this flow

Available Variables​

All form fields are available as variables:

  • form.name — Name field
  • form.email — Email field
  • form.company — Company field
  • etc.

Example: Lead Capture​

  1. SmartForm Workflow triggers when form is submitted
  2. API Call to CRM to create lead
  3. Send Email to sales team
  4. Send Email confirmation to user

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