Automated Workflows
Automate your post-form tasks with workflows that instantly trigger unlimited actions.
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!
What's included:
& everything in Plus!
What's included:
& everything in Pro!
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 streamline customer onboarding by uploading ID photos, verifying credentials via AI, updating CRM records, and sending a personalized welcome email.
To handle product demo requests, use AI to detect high-intent keywords in submission text, delay two days for any follow-up information, and only schedule an immediate call for those classified as “hot leads.”
To generate a map visualization image that pinpoints a user's address from form data, ideal for local event targeting.
To build a multi-step lead nurturing pipeline that segments submissions by geography, sends localized drip emails, schedules an auto-generated Zoom invite for interested leads, and logs all data in your CRM.
To coordinate maintenance requests by uploading fault images, having AI prioritize repairs, generating work orders, and alerting technicians immediately.
To simplify academic admissions by uploading transcripts and portfolios, with AI evaluating credentials and matching applicants to programs.
To triage legal inquiries, leverage AI to classify case types, pause three days for additional documents, and if the complexity score is high, escalate to an attorney for personal review.
To facilitate market research by uploading survey responses, analyzing sentiment with AI, grouping similar feedback, and generating summary reports.
To create a raffle entry form and automatically pick a random winner each week, then send a personalized congratulations email.
To generate a mini-course signup form, enroll the user in a learning management system, and dispatch a welcome packet.
To gather sales leads, perform real-time data enrichment (such as company size or industry), and trigger segmented marketing campaigns.
To perform manufacturing quality control by capturing production line images, with AI inspecting for defects and alerting the quality team.
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 gather customer feedback, run AI-powered sentiment analysis, wait 24 hours for potential user updates, and if the sentiment remains negative, automatically assign a follow-up task to your support team.
To roll out a multi-phase survey that gradually unlocks more questions every few days, providing participants with evolving insights based on earlier answers.
To automate job application screening by uploading resumes and cover letters, with AI extracting key qualifications and categorizing candidates.
To coordinate a project quote request, use an AI cost estimator to generate a preliminary bid, wait 72 hours for the user to provide more details, and only finalize a custom proposal if the new input changes cost factors significantly.
To manage partner onboarding by uploading partnership documents, auto-verifying compliance with AI, categorizing leads, and sending personalized welcome packets.
To gather product feedback and automatically score submissions based on sentiment analysis, triggering follow-up calls for negative reviews.
To create a personalized avatar image using AI that transforms submission inputs into a unique digital portrait.
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.
