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What are form automations?

Every published tent can capture form submissions. Form automations make sure those submissions go somewhere useful the moment they arrive — a Slack channel, a Teams channel, your inbox, or any webhook endpoint — plus scheduled digest emails of your form data. You can see every automation across all your tents in one place: Tents > Form Automations. A screenshot of the Form Automations tab listing an automation with its tent, trigger, action, and Active status.

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Adding an automation

Automations are set up per tent:
  1. Open your tent’s details page (Tents > click the tent name).
  2. On the Automations card, click Add Automation (or Manage Automations if you already have some — it’s also in the Tent Actions menu).
  3. In the Tent Automations window, click Add Automation.
You’ll get a simple two-part builder: pick a Trigger (when it runs) and an Action (what happens). A screenshot of the Tent Automations builder with a Trigger dropdown on the left and an Action dropdown on the right.

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Trigger: Form Submission

Fires immediately, every time someone submits a form. Choose which of the tent’s forms to watch, then pick an action: A screenshot of the action dropdown showing Send Slack Message, Send Microsoft Teams Message, Send Email For Each Submission, and Send Webhook Request.
  • Send Slack Message — post to a public or private channel (requires the Slack connector)
  • Send Microsoft Teams Message — same idea, for Teams (see Connecting Microsoft Teams)
  • Send Email For Each Submission — an email notification to any address, per submission
  • Send Webhook Request — an HTTP request to your endpoint, for CRMs and custom pipelines
Here’s an email notification automation ready to save: A screenshot of a configured automation: Form Submission on registerForm sends an email notification to a chosen address.

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Trigger: On a Schedule

Prefer a digest? The On a Schedule trigger sends recurring summaries instead of one-at-a-time pings:
  • Frequency: Daily, Weekly, or Monthly (with handy presets like first/middle/last day of the month), at the time you pick — in your workspace’s timezone.
  • Action: Send Email With Form Data CSV — a scheduled email with your form data attached as a CSV.
A screenshot of the On a Schedule trigger showing Daily, Weekly, and Monthly frequency options.

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Managing automations

Click Save and your automation is live — no separate activation step. From the Tent Automations window you can:
  • Toggle any automation between Active and paused
  • Delete automations you no longer need
  • See the count of total and active automations at a glance
A screenshot of a saved automation with its Active toggle and delete control.
Want submissions to do more than notify? Tent forms can also flow into your People database, where a Form Submitted trigger can enroll contacts into triggered email flows — a full lead-capture-to-nurture pipeline.

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What’s next?

Next: Viewing Form Submissions

See, search, and export the form data your tents collect.