Scriptera
Formstack and SendGrid automations
Ready-made scenarios where Formstack and SendGrid work for you: pick one — a copy appears in your account and runs on its own.
53 scenarios
- A form response sends the email for you
- Answers from Formstack go out as email from SendGrid
- A Formstack submission — an email to SendGrid
- An email for every Formstack submission
- An invoice in Google Sheets from a Formstack 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 proposal from a form lead — as a ready document and email
- A project request — turned into a proposal and emailed to the client
- Onboarding event attendees — on autopilot
- Personalized welcome emails for every form submission
- Personal emails to new leads — on their own after the form
- 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
- AI-driven application review with instant replies
- Route leads by budget and source — automatically
- A client proposal from a form — in minutes
- Applications scored automatically — only the shortlist reaches you
- Employee onboarding from a single form
- Collect testimonials, analyse them and thank the customer
- Instant reply to a property inquiry with matched listings
- A form submission: scored, enriched with company data, answered personally
- Lead verification and CRM sync — straight from a Formstack form
- Tickets prioritized by importance, tasks created for you
- Support tickets sorted by topic — counted and summarized to email
- Duplicate form submissions filtered out, with personal replies
- Lead scoring and an instant reply to the customer
- 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
- Applications get screened and strong candidates get invited at once
- Vehicle checks from a form: alerts on critical, history in a sheet
- Employee offboarding — tasks and insights handled automatically
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Quality checks: the log and the paperwork, handled
- Multi-tier expense approval on autopilot
- Form feedback sorts itself: tasks, table, alerts
- Loan applications: assessed, decided and answered the same day
- Repair requests from a Formstack form — routed by urgency at once
- Patient intake triage and sorting — automatically
- Internal complaint handling with auto-routing
- Invoice intake with reading, risk checks and approval
- Events on autopilot: registration, payment, reminders
- Automatic resume screening and candidate scoring
- 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
