Form.io and WhatsApp Business Cloud automations

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

33 scenarios

Form submissions delivered to your messenger
Form.io submissions posted to your WhatsApp Business Cloud channel
Form.io answers posted to a WhatsApp Business Cloud channel
A Form.io submission pings you in WhatsApp Business Cloud
Form.io submissions posted into WhatsApp Business Cloud
Form.io submissions land straight in WhatsApp Business Cloud
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
Sorting support requests by urgency
Contract risk review — the analysis arrives in your messenger
Form leads into the CRM: no duplicates, with a score and an alert
Tickets prioritized by importance, tasks created for you
Lead intake and client booking — on autopilot
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
Quality checks: the log and the paperwork, handled
Multi-tier expense approval on autopilot
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
A form order: invoice and client confirmation — automatic
Leads from a form and a messenger in one base, shared among agents
End-to-end hiring: from resume to interview — on autopilot