SmartForm Workflow

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

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When to Use

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

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Configuration

Field	Description
SmartForm	Which form triggers this flow

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Available Variables

All form fields are available as variables:

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

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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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Related

• Get SmartForm
• Send Email