Automated Workflows
Automate your post-form tasks with workflows that instantly trigger unlimited actions.
New FeatureEnable forms to be filled out by voice!
Formyra auto-routes and replies to SaaS trial sign-ups so no lead sits cold. Get faster responses and higher conversions.

Try this demo!(imagine a form like this on your site!)
Reach out within seconds of trial sign-up and double your connect rate.
Qualify users automatically and assign leads based on size, domain, or use case.
Increase trial-to-paid conversions with real-time workflows and guided onboarding.
Formyra triggers instant workflows the moment a form is submitted. No manual sorting. No delay.
You decide what happens next: emails, Slack pings, CRM updates, or meetings scheduled automatically.
Formyra helps your team follow up in real time, building trust while leads are still warm.


Use conditional logic to gather company size, intent, or deal value before they hit submit.
Enterprise? Send to sales. Startup? Route to a self-serve journey with AI-powered onboarding.
You’ll know exactly who they are and what they need—before anyone touches a spreadsheet.

Turn forms into revenue machines ...
Every trial form becomes a smart lead router with AI-powered actions.
Follow up automatically with tailored content based on size, industry, or goals.
Route, notify, and convert instantly. No manual triage needed.
AI filtering blocks fake signups while letting real leads through.
Get real data on drop-offs, click paths, and response time.
Connect with CRMs, Slack, Calendly, and your stack.
Match your brand. Add logic. No code required.
Dynamically adapt forms in real-time to gather what matters.
Test variations to improve trial form conversion rates.
Guide leads down personalized next steps—automatically.
B2B SaaS teams live or die by how fast they engage new trial users. Yet most still rely on generic forms that send all leads to the same inbox, where they sit untouched for hours. By the time someone checks it, the lead has cooled off—or gone to a competitor.
Manual triage is inefficient and error-prone. You waste time copying data into CRMs, guessing who should follow up, and missing your five-minute window. Even worse, your best-fit leads don’t get the personalized touch they expect.
Formyra changes that. Our forms qualify leads as they fill them out, using dynamic fields and smart logic. Large company? We can match by email domain or firmographic data. Specific use case? Trigger a customized follow-up workflow.
Once they hit submit, Formyra springs into action: notifying the right rep, assigning the right tag, sending the right message. Your workflows are built visually—no code, no friction.
The result? A smooth, scalable engine that ensures no lead is ever left hanging. From solo founders to large sales teams, Formyra removes the bottlenecks between “interested” and “engaged.”
All our plans kick off with a 14-day free trial on us!
From scrappy SaaS startups to enterprise teams, Formyra's plans adapt to your trial volume and workflow needs. Start free and scale fast.
Paid Annually
Paid Monthly
What's included:
What's included:
& everything in Starter!
Unlimited workflow and intelligence use cases!
Our users are leveraging Formyra's intelligent forms and native workflows to save real money and measurably grow their businesses!
To extract insights from academic research by uploading scanned documents or images, and using AI to analyze text and patterns for easier data compilation.
To solicit partner feedback in real time, analyze key terms for brand mentions, and compile weekly partnership health reports.
To produce a TXT file with a custom code snippet derived from form inputs, facilitating immediate configuration updates.
To coordinate a multi-department inspection process where each department must approve a submission in sequence, pausing the workflow if any step is rejected.
To manage real-time event check-ins by uploading QR codes or ticket images, with AI validating entries and updating attendance records.
To triage incoming client requests with an AI-driven classification system, assigning them to specialized support teams.
To collect community feedback by letting residents upload photos and comments, with AI categorizing concerns for local authorities.
To capture incident reports in a factory setting, attach images of the hazard, and escalate serious cases to management.
To orchestrate a timed upsell campaign that sends an enticing discount offer two weeks after a purchase submission, but only if the user hasn’t already upgraded.
To generate an XML file that structures submission data for seamless integration with legacy systems.
To run a loyalty program by uploading purchase receipts, calculating points with AI, generating reward notifications, and updating customer profiles automatically.
To create a Markdown summary that transforms submission details into a clean, readable report for internal reviews.
To create a personalized avatar image using AI that transforms submission inputs into a unique digital portrait.
To automate a weekly poll for employees, then broadcast results as a real-time dashboard on the company’s intranet.
To generate a mini-course signup form, enroll the user in a learning management system, and dispatch a welcome packet.
To orchestrate a user re-engagement campaign, use AI to identify inactive customers, delay one week to see if they log in again, and if they remain inactive, send a targeted incentive email.
To gather e-commerce returns requests, generate return shipping labels, and update inventory levels in a connected system.
To screen partnership applications, assess each submission with AI for relevant business metrics, hold them in a queue for 48 hours for additional data checks, and only proceed with those meeting predefined eligibility criteria.
To issue warranty claims, apply AI text analysis to detect urgency, wait 12 hours for potential supporting documents to arrive, and if the claim is categorized as high-priority, expedite it for immediate action.
To operate a remote work check-in, use AI to gauge employees’ stress levels in weekly surveys, insert a one-week delay for them to reflect, and if stress remains high, notify HR to schedule a wellness session.
Smart forms for high-velocity teams ...
B2B SaaS companies know that trial signups are gold—but only if they're acted on fast. Formyra gives growing software teams a competitive edge with intelligent forms that qualify, assign, and follow up automatically. Use our platform to:
Whether you’re using it on a pricing page, demo request modal, or partner referral form, Formyra ensures every trial starts with clarity and speed.
Formyra isn’t just for external leads. Internal sales ops teams use it to collect intel, organize intake, and automate internal routing.
From onboarding reps to routing inbound channel partner leads, it’s your internal assistant for form-based workflows.

Create your first form in minutes - no code, no stress.
Drop it onto your site with a simple embed.
Set up instant email notifications and start collecting real submissions right away.
Use conditional logic to personalize the experience for each user.
Integrate your favorite third-party tools—CRMs, email platforms, whatever you already use.
Build automated workflows that handle the follow-up for you, 24/7.
Dive into the analytics and see how users are actually interacting.
Run automated A/B tests to fine-tune performance without lifting a finger.
Watch your conversions grow while Formyra quietly does the heavy lifting in the background.
VideoSee how easy it is to get started!
Want to watch a Formyra form qualify, route, and follow up live? This quick video shows a full trial-to-rep flow in minutes.
Formyra’s visual builder makes it easy to create powerful workflows that trigger instantly once a form is submitted. No dev needed.
