AutomatorWP - HappyForms

HappyForms collects information through website forms, while follow-up tasks can require manual handling. This integration lets AutomatorWP use HappyForms submissions as workflow triggers, so a form entry can start actions on your site. It suits sites that use forms to collect leads, inquiries, or customer feedback and want to connect those submissions to other tasks.

Workflows can respond to a submission or use conditions based on form fields, user input, and submission details. Depending on the actions configured in AutomatorWP, a workflow can send emails, change user roles, or add users to lists or CRM systems. The integration fits into sites already using HappyForms and AutomatorWP to manage form-based processes.

Features

• Form submission triggers: Use a HappyForms submission to trigger an AutomatorWP workflow, starting follow-up tasks when someone submits a form.
• Field-based conditions: Set conditions using specific form fields, user input, or submission details to determine when a workflow should run.
• Email actions: Configure a workflow to send emails in response to a form submission, with the email content set as part of the action.
• User role changes: Use a form-triggered workflow to change a user's role as one of its configured actions.
• List and CRM actions: Add users to lists or CRM systems through workflow actions connected to HappyForms submissions.
• Drag-and-drop workflow builder: Build and manage automation chains in AutomatorWP using its drag-and-drop interface, without writing code.

Best for

• WordPress sites using HappyForms
• Businesses handling form inquiries
• Site owners automating form follow-up