Brevo and Form.io automations

Ready-made scenarios where Brevo and Form.io work for you: pick one — a copy appears in your account and runs on its own.

56 scenarios

Website submissions become CRM contacts
An email for every Form.io submission
Form.io submissions — contacts in Brevo
Form.io submissions land in Brevo
A form response sends the email for you
A Form.io submission — an email to Brevo
Answers from Form.io go out as email from Brevo
Form submissions become CRM contacts
An invoice in Google Sheets from a Form.io submission
A contract from a form — filled in and sent to the client automatically
Form leads straight into the CRM
Product delivery and an upsell right after payment
A project request — turned into a proposal and emailed to the client
Onboarding event attendees — on autopilot
Personal emails to new leads — on their own after the form
Personalized welcome emails for every form submission
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Sorting support requests by urgency
Route leads by budget and source — automatically
AI-driven application review with instant replies
Applications scored automatically — only the shortlist reaches you
Employee onboarding from a single form
Triaged support: replies and bug tickets
Collect testimonials, analyse them and thank the customer
Tickets prioritized by importance, tasks created for you
Instant reply to a property inquiry with matched listings
Lead verification and CRM sync — straight from a Form.io form
A form submission: scored, enriched with company data, answered personally
Support tickets sorted by topic — counted and summarized to email
Lead scoring and an instant reply to the customer
Duplicate form submissions filtered out, with personal replies
Scoring and routing inquiries — automatically
Survey reports — personal and aggregate, automatically
Feedback triage: angry to chat, questions answered, ideas filed
Screen job candidates by résumé with AI scoring
Employee offboarding — tasks and insights handled automatically
Applications get screened and strong candidates get invited at once
Vehicle checks from a form: alerts on critical, history in a sheet
Repair requests from a Form.io form — routed by urgency at once
Multi-tier expense approval on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Form feedback sorts itself: tasks, table, alerts
Quality checks: the log and the paperwork, handled
Loan applications: assessed, decided and answered the same day
Invoice intake with reading, risk checks and approval
Patient intake triage and sorting — automatically
Internal complaint handling with auto-routing
Automatic resume screening and candidate scoring
Events on autopilot: registration, payment, reminders
Peer recognition — logged, acknowledged and turned into a monthly award
Guest feedback — instant sentiment analysis and recovery
A full new-client welcome after the form
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents
End-to-end hiring: from resume to interview — on autopilot