How to Trigger Automations on Form Submissions

Learn how to configure automations to trigger when forms are submitted. This helps you automate follow-up communications and workflows based on form submissions.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage automations (typically organization owners and admins have this permission)
• A form created (or use "any form" option)
• An automation to configure (or create one)

Steps

Step 1: Navigate to Automations

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Automations
3. Find the automation you want to configure (or create new one)
4. Click on the automation to open it

What happens next: You'll see the automation editor.

Step 2: Create or Edit Automation

1. Create new automation (if needed):

   • Click Create Automation
   • Enter automation name
   • Proceed to trigger configuration

2. Or edit existing automation:

   • Click Edit on existing automation
   • Automation edit form opens

What happens next: You'll see automation configuration options.

Step 3: Configure Trigger Type

1. Select trigger type:

   • Find Trigger Type or When section
   • Look for trigger options
   • Select Form Submission as trigger type

2. Form Submission trigger:

   • Automation triggers when forms are submitted
   • Can trigger on specific form or any form
   • Activates automation workflow

Note: Form Submission trigger activates automation when forms are submitted.

Step 4: Choose Form

1. Select form option:

   Option 1 - Specific Form:

   • Choose specific form from dropdown
   • Automation triggers only for that form
   • Example: Select "Contact Form" or "Registration Form"

   Option 2 - Any Form:

   • Select "Any Form" option
   • Automation triggers for all form submissions
   • Useful for general form workflows

2. Form selection:

   • Choose form that matches your needs
   • Specific form: More targeted automation
   • Any form: Broader automation coverage

Note: Choose specific form or any form based on your automation needs.

Step 5: Configure Timing and Actions

1. Set timing (if available):

   • Immediate: Triggers right away
   • Delayed: Triggers after time delay
   • Set timing preferences

2. Add actions:

   • Configure what happens when automation triggers
   • Example: Send email, add to list, create lead
   • Set up automation actions

Note: Configure timing and actions for your automation workflow.

Step 6: Save Automation

1. Review your automation configuration:
   • Trigger type is Form Submission
   • Form is selected (specific or any)
   • Timing is configured
   • Actions are set up
2. Click Save (or Save Automation)
   • Automation will be saved
   • You'll see a confirmation
3. Automation will be active

What happens next: Automation will be configured and:

• Triggers when forms are submitted
• Runs automation actions
• Processes form submissions automatically
• Helps automate follow-up workflows

How Form Submission Triggers Work

When automation triggers on form submission:

1. Form submission:

   • Customer submits form
   • Form submission is detected
   • Trigger conditions are checked

2. Automation activation:

   • Automation triggers if conditions match
   • Actions are executed
   • Follow-up communications are sent

3. Workflow execution:

   • Automation runs configured actions
   • Customer receives automated communications
   • Workflow is completed

Tips

• Use form submission triggers for lead follow-up
• Configure specific forms for targeted automations
• Use "any form" for general workflows
• Set up email actions for form submissions
• Review automation execution history

Troubleshooting

Problem: I don't see Form Submission trigger Solution: Check that:

• Trigger types are available
• Form Submission is listed
• Automation creation is working

Solution: Verify trigger types are available. Contact support if Form Submission trigger isn't listed.

Problem: Automation isn't triggering Solution: Check that:

• Form exists and is accessible
• Form submission is working
• Automation is enabled
• Trigger conditions match

Solution: Verify form exists and submissions are working. Check automation is enabled and trigger matches.

Problem: Automation triggers for wrong forms Solution: Check form selection:

• Verify specific form is selected correctly
• Or check "any form" setting
• Review trigger configuration

Solution: Verify form selection matches your needs. Check trigger configuration.

Problem: I want to change trigger Solution: To change trigger:

• Edit automation
• Change trigger type
• Update trigger configuration
• Save automation

Solution: Edit automation and change trigger type. Update configuration and save.