Unda Forms

Automation

Turn each submission into action

Set a status, assign an owner, send an email or a Slack message, or add a row to a spreadsheet, with rules you build visually and can test before they run.

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Automate

Decide what happens after every submission — once

Workflows react to submissions for you. When something happens and it matches your conditions, UndaForms takes the next step and records exactly what it did.

When

  • A submission is received
  • A submission’s status changes
  • A tag is added to a submission
  • On a recurring schedule

If

  • Status, form or tag
  • Assignee or referring agent
  • The answer to a specific question

Then

  • Set a status, assign a teammate, add a tag
  • Wait for a period, or until a date
  • Send an email
  • Post to Slack or add a Google Sheets row
  • Call a webhook or HTTP endpoint
  • Send a WhatsApp template message
The UndaForms workflow builder showing an active workflow named Route new business enquiries: when a submission is received for the Business cover enquiry form, if its status is New, then set status to In review, add the Priority tag, assign to a teammate and send an email — with a plain-language summary, a Test button and Activate changes.
  • Test a workflow against a real submission before switching it on. The test shows what would happen and changes nothing.
  • Workflows are validated before they can be activated, and edits don't affect runs already under way.
  • Run history shows what each run saw, which conditions matched and what every action did.
  • Outbound deliveries are queued, retried and tracked individually.
  • A safety limit caps how many external actions a single submission can set off.
Workflow run history listing two runs of Route new business enquiries, each triggered by a received submission and marked Applied with 3 changes, with duration and time.

Workflow automation, including email actions, is on Growth and above. Slack, Google Sheets, webhook, HTTP and WhatsApp actions need Scale.

Integrate

Send submissions where your team already works

Connect the tools you use, and choose which workflow step talks to each one. Credentials are encrypted and never shown back in full.

  • Growth+

    Email

    Send an email to your team, a fixed address or the respondent, using details from the submission.

  • Scale+

    Slack

    Connect your Slack workspace and post a message to a channel when a workflow runs.

  • Scale+

    Google Sheets

    Connect a Google account and append a row to a spreadsheet tab for each matching submission.

  • Scale+

    Webhooks

    Send a signed payload to your own endpoint from a workflow step.

  • Scale+

    HTTP requests

    Call an external API with the method and authentication you configure. Private network addresses are blocked.

  • Scale+

    WhatsApp

    Send approved WhatsApp template messages through your own Meta WhatsApp Cloud API account.

  • Growth+

    Submission webhooks

    Receive a signed event in your own system every time a submission is created — no workflow needed.

“Growth+” means Growth and above; “Scale+” means Scale and Enterprise.

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