✦ WORKFLOW AUTOMATION
Automate everything
after submission
Every form submission triggers a chain of actions — send emails, post to Slack, update Google Sheets, fire webhooks. Build it visually, zero code required.
📬 Form Submitted
↓
📧 Send Confirmation Email
↓
if Score > 80
💬 Slack Alert → Sales
always
📊 Add Row to Sheet
↓
🔗 Webhook → CRM
✦ INTEGRATIONS
Connect your whole stack
Workflows connects Formcierge to the tools your team already uses — no Zapier subscription needed.
📧
Email (SMTP)
Send personalized confirmation, notification, and follow-up emails using your own SMTP provider or WordPress mail.
💬
Slack
Post a message to any Slack channel or DM when a form is submitted. Include form field values using merge tags.
📊
Google Sheets
Append each submission as a new row in a Google Sheet. Map form fields to specific columns. Updates in real time.
🔗
Webhooks
POST submission data to any endpoint — your CRM, your database, Zapier, Make, n8n, or a custom API.
📬
Mailchimp
Add subscribers to lists, update merge fields, and tag contacts automatically on form submission.
⚡
Custom Actions
Developers can register custom action handlers via the
formcierge_register_workflow_action hook.✦ POWERFUL LOGIC
Workflows that think for you
🔀 Conditional branches
Run different actions depending on field values. Send the sales team an alert only if budget is over $5,000. Route to different inboxes based on service type.
🏷️ Merge tags
Insert any form field value into emails, Slack messages, and webhook payloads. "Hi {{first_name}}, your booking on {{date}} is confirmed."
📋 Execution logs
Every workflow run is logged — step by step, with status and response data. Debug failed actions in seconds without touching server logs.
⏸️ Enable / disable
Toggle any workflow on or off without deleting it. Pause automations during maintenance windows or while testing new configurations.
✦ USE CASES
What teams automate with Workflows
🏆
Lead scoring & routing
Score leads by budget and company size, then route high-value submissions directly to a sales Slack channel.
📩
Double opt-in emails
Send a confirmation email on submit, then add to Mailchimp only after the link is clicked.
📋
CRM sync
Webhook each submission to HubSpot, Salesforce, or any CRM API — with field mapping.
📆
Booking confirmations
Send the user a calendar-formatted confirmation email the moment they book an appointment.
🔔
Team notifications
Alert different team members based on which department was selected in the form.
📊
Spreadsheet logging
Append every submission to a Google Sheet for reporting without manual data export.
✦ EXPLORE MORE
Related features
🤖
AI Generation
Build the form fields with AI, then attach a Workflow to automate what happens after each submit.
Explore →
📅
Booking Calendar
Pair the calendar field with a Workflow to send confirmation emails and calendar invites automatically.
Explore →
📊
Analytics
Measure how well your automated workflows perform by tracking form conversion and completion rates.
Explore →
Stop copy-pasting submissions into Slack
Every form submission can trigger an email, a Slack message, and a CRM update — automatically. Set it up once.