Node Types

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Triggers

Events that start your workflow. Every workflow needs exactly one trigger.

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Form Submission

Triggers the workflow when a form is submitted. Select which form to connect. Configuration: Select the form that should trigger this workflow. Only one trigger is allowed per workflow.

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Logic & Flow

Control how data flows through your workflow based on conditions.

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Filter

Continue only if conditions match. Use this to process only certain submissions. Configuration: Set conditions using form field values, enrichment data, or AI outputs. Submissions that don’t match are stopped.

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Router

Split data into different paths based on conditions. Each path can lead to different destinations. Configuration: Create multiple routes with their own conditions. Connect each route output to different destination nodes.

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Delay

Wait a specified amount of time before continuing. Useful for follow-up sequences. Configuration: Set the delay duration in minutes, hours, or days.

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Lead Scoring

Calculate numeric lead scores using rule-based criteria. No AI credits consumed. Configuration: Define scoring rules that award points when conditions are met (e.g., “If Company Size > 100, add 20 points”). Set a qualification threshold. Leads meeting or exceeding the threshold are marked as qualified. Access results via {{scoring.lead_score}}, {{scoring.qualified}}. Business plan only.

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Enrich Data

Add company and contact information to your submissions.

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Clay

Enrich submissions with company data, firmographics, and contact information from Clay. Requires connection. Configuration: Connect your Clay account. The enrichment data will be available to downstream nodes via {{enrichment.fieldName}} variables.

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AI Processing

Use AI to analyze, qualify, and process your submissions.

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SDR Agent

Classify leads into qualification buckets with AI. Get human-readable reasoning and recommended next actions. Configuration: Define your ICP description and optional disqualifiers. The AI classifies each lead into buckets (High-Intent ICP Match, Good ICP, Potential Future Fit, Wrong ICP, Disqualified). Access results via {{agent.bucket}}, {{agent.reasoning}}, {{agent.recommended_action}}. Note: Add an enrichment step before this node if you want company data.

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Summarizer

Generate AI summaries of form submissions. Great for long-form responses. Configuration: Customize the summary prompt and length. Access the summary via {{agent.summary}}.

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Destinations

Send your form data to external tools and services.

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Email Notification

Send email alerts to your team when forms are submitted. Configuration: Configure recipients, subject, and message. Use template variables like {{field.email}} and {{agent.summary}}.

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Webhook

Send form data to any URL via HTTP POST. Perfect for custom integrations. Configuration: Enter the webhook URL. Optionally customize headers and the JSON payload.

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Slack

Send notifications to Slack channels when forms are submitted. Requires connection. Configuration: Connect Slack and select a channel. Customize the message format.

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HubSpot

Create or update contacts in HubSpot CRM. Requires connection. Configuration: Connect HubSpot and map form fields to contact properties. Optionally create deals.

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Salesforce

Sync leads and contacts to Salesforce CRM. Requires connection. Configuration: Connect Salesforce and map form fields to lead or contact fields.

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Close CRM

Create leads and contacts in Close CRM. Requires connection. Configuration: Connect Close and configure lead creation settings.

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ActiveCampaign

Add contacts to ActiveCampaign and trigger automations. Requires connection. Configuration: Connect ActiveCampaign, select lists, and apply tags.

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Mailchimp

Add subscribers to Mailchimp audiences. Requires connection. Configuration: Connect Mailchimp, select an audience, and configure merge fields.

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Google Sheets

Add rows to a Google Sheets spreadsheet. Requires connection. Configuration: Connect Google and select a spreadsheet. Map form fields to columns.

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Airtable

Add records to an Airtable base. Requires connection. Configuration: Connect Airtable and select a base/table. Map form fields to columns.

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Notion

Add pages to a Notion database. Requires connection. Configuration: Connect Notion and select a database. Map form fields to properties.

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Intercom

Create contacts and conversations in Intercom. Requires connection. Configuration: Connect Intercom and configure contact creation settings.

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Pipedrive

Create persons and deals in Pipedrive CRM. Requires connection. Configuration: Connect Pipedrive and configure person/deal creation.

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Attio

Sync contacts and companies to Attio CRM. Requires connection. Configuration: Connect Attio and map form fields to attributes.

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Cometly

Track conversions and attribution data in Cometly. Requires connection. Configuration: Connect Cometly and configure conversion event settings.

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Next Steps