Forms & payments · guide

Notifications and automations

Email, Slack, webhooks, and CRM triggers on every form submission.

Notifications and automations

Every form has a Notifications tab. Add as many rules as you need — each fires independently.

Email notifications

  • To admin — one or more addresses, with the submission summary
  • To customer — autoresponder from a field (typically email), with a custom template
  • Templates — HTML with {{field_name}} placeholders

Slack

Post to a channel via incoming webhook. Message uses Block Kit; customize the payload.

Webhooks

Send the raw submission JSON to any URL. HMAC-SHA256 signature in the X-Wordsafe-Signature header — verify server-side.

CRM lead

Create a lead in the CRM on submission. Configure:

  • Owner (round-robin, load-balanced, or fixed)
  • Pipeline + stage
  • Custom field mapping

Conditional notifications

Every rule can be gated on field values — e.g. only email sales when "Budget" > $10 000.