Automations: do something only when a response matches
If a response matches your rule, send an email, email the respondent, or post to a webhook.
Where to find it: IntegrationsAutomations
Capture and route leads · step 6 of 7Next: Let respondents book a call with Calendly →
- Add an automation and name ite.g. Low scores: send resources.IntegrationsAutomations
- Choose when it runsRun when someone submits: Every submission, or Only for people who match… with conditions on answers, scores, link values or tags.
- Add actions+ Send to a webhook, + Send an email, or + Email the respondent. One automation can do several things.
- SaveRecent activity shows every run: sent, skipped or failed, and why.
Automations vs. the other places
| Need | Best place |
|---|---|
| The same email for everyone | Emails |
| Every response to a system | Webhooks |
| Only some responses, or a different action per group | Automations |
| Label responses | Logic → Tags (then use the tag here) |