The Automation feature allows you to automatically trigger actions when specific events occur in your application. One of the most common use cases is sending an email notification when a new form record is submitted.

This ensures that your team, customers, or stakeholders are notified instantly, without any manual follow-up.

Email Notification Automation

Email automation is typically triggered when a form is submitted or a new record is created. The system automatically sends a predefined email to selected recipients, ensuring timely communication.

Steps to Set Up Automation

1. Select the Automation tab from the top menu of the form builder.
2. From the available actions, choose Send an email to someone.
3. Configure the email details:
   • Recipient – Enter the email address of the person who should receive the notification.
   • CC / BCC – Optionally include additional recipients.
   • Subject – Define the email subject line (for example, New Employment Application Submitted).
   • Body – Compose the email message using:
     • Static text for general information.
     • Dynamic fields to pull values directly from the submitted form (such as name, email, or job role).
     • The formatting toolbar to add links, bullet points, or emphasis.
4. Review the automation configuration and click Save in the top-right corner to activate it.