A full new-client welcome after the form

From a Form.io submission the scenario emails the client at Gmail, creates an onboarding task in amoCrm, keeps a record in mailopost, and notifies the team in Telegram.

  • The welcome email goes out on its own
  • An onboarding task is created automatically
  • The team is notified right away
  • A submission with no email is flagged, not lost
Connect Form.io and goScriptera

How it works

To get Form.io notifications in mailopost, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Typeform Trigger
  2. Then: Log to Google Sheets
  3. Check: Check Email Exists
  4. If yes: Generate Professional Email HTML
  5. Then: Send Welcome Email
  6. If yes: Create ClickUp Onboarding Task
  7. Then: Format Customer Data for Sheets
  8. Then: Append or update row in sheet
  9. If yes: AI Agent
  10. Then: Send a message
  11. If no: Handle Missing Email and log error
  12. Then: Azure OpenAI Chat Model1
  13. Then: Simple Memory1
  14. Then: Structured Output Parser

You can launch this Form.io + mailopost integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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