If you’ve created a form in AI Studio and want to use it to trigger an Automation, you can easily connect the two together.
This means you can automatically do things like add a tag, send yourself a notification or send an email to someone after they submit your form.
Step 1: Connect your form to the CRM
When you’re creating your form in AI Studio, make sure you ask AI Studio to connect the form to the CRM.
Once AI Studio confirms that the connection has been made, make sure you approve the connection.
Your form is now ready to work with Automations.
Step 2: Publish your AI Studio project
Once your form is connected to the CRM, you can publish your project.
You don’t need to connect your domain at this stage. You can simply publish it using the Vibe Preview link.
Once it’s published, exit AI Studio.
Step 3: Create your Automation
Head to Automations and create a new Automation.
For your trigger, select:
AI Studio Form Submitted
You’ll then want to add two filters so FEA Create knows exactly which form should trigger your Automation.
Filter 1
Select:
AI Studio Project → Is → [Your project name]
Filter 2
Select:
AI Studio Form → Is → [Your form name]
This tells the Automation exactly which AI Studio form you’re working with.
Step 4: Choose what happens after the form is submitted
Now you can build your Automation in the same way you normally would.
For example, you could:
Add a tag so you can easily identify leads who came through this form
Send an internal notification to let you know someone has submitted the form
Send an email to the person who submitted the form, such as a thank-you email letting them know you’ll be in touch
You can add as many actions as you need for your process.
Step 5: Publish your Automation
Once you’re happy with your Automation, click Save and Publish.
That’s it! 🎉
Your Automation is now connected to your AI Studio form and will run whenever someone submits that form.