Automated Workflows
Automate your post-form tasks with workflows that instantly trigger unlimited actions.
New FeatureUsers can now fill out forms using their voices! (if enabled by you)
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 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 build a job application form that routes each submission to a specific department, prompts a pre-screen interview, and updates an internal hiring board.
To collect event RSVPs, track dietary preferences, and generate a summary for the catering team.
To streamline legal document submissions by uploading scanned contracts, with AI verifying integrity and compliance.
To deliver a personalized training course, use AI to recommend modules based on quiz answers, delay the next lesson by two days, and if users score below a threshold, automatically provide extra materials.
To create a delayed follow-up sequence that waits 48 hours after a user’s submission before sending a personalized reminder email if they haven’t responded to the initial outreach.
To produce a custom header image for blog posts or newsletters that dynamically features key information from a submission.
To manage medical records by uploading scanned documents and x-rays, with AI extracting key data for secure storage.
To schedule restaurant reservations, take special requests, and automatically remind patrons via text or email on the day of their booking.
To provide drip-based coursework, use AI to evaluate each quiz attempt, insert a five-day interval before the next lesson, and if a learner repeatedly struggles, branch them into a remedial track.
To output a YAML configuration file from submission inputs, useful for automating deployment settings.
To automate a weekly poll for employees, then broadcast results as a real-time dashboard on the company’s intranet.
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 compile a formatted PDF invoice or receipt from order details, ready for download and record-keeping.
To gather user-generated content, run AI to check brand safety of submissions, pause for admin review if questionable terms appear, and if content is approved after 24 hours, automatically publish to your blog.
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 create a Markdown summary that transforms submission details into a clean, readable report for internal reviews.
To boost fundraising events by enabling donors to upload proof of donations, with AI tracking contributions and generating impact reports.
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.
To invite customers to schedule a demo, display available time slots, and sync confirmed appointments with a calendar.
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.
