Compass and Form.io automations

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

32 scenarios

Form.io submissions posted into Compass
A Form.io submission pings you in Compass
Form.io answers posted to a Compass channel
Form submissions delivered to your messenger
Form.io submissions land straight in Compass
Form.io submissions posted to your Compass channel
Form responses into a sheet, with a heads-up to the team
An invoice in Google Sheets from a Form.io submission
Negative feedback — straight to your team chat
Sort form feedback by sentiment
Bug reports from a form — into repository issues with an alert
A form submission becomes a full contact with a verified email
Priority for big-budget leads — straight to the CRM and a team signal
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Contract risk review — the analysis arrives in your messenger
Sorting support requests by urgency
Form leads into the CRM: no duplicates, with a score and an alert
Tickets prioritized by importance, tasks created for you
Lead scoring and an instant reply to the customer
Feedback triage: angry to chat, questions answered, ideas filed
Screen job candidates by résumé with AI scoring
Applications get screened and strong candidates get invited at once
Multi-tier expense approval on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Quality checks: the log and the paperwork, handled
Form feedback sorts itself: tasks, table, alerts
Invoice intake with reading, risk checks and approval
Events on autopilot: registration, payment, reminders
A full new-client welcome after the form
Leads from a form and a messenger in one base, shared among agents
End-to-end hiring: from resume to interview — on autopilot