Prepare
Register the form and its fields.
- 01
Create the web form
Open Settings → Integrations → Web Forms and register the website origin or server sender.
- 02
Send a test submission
Include name, phone or email, message, source, and any routing field such as service or location.
- 03
Confirm the receipt
Check that the submission appears in integration activity before building workflow behavior.
Build
Create an event workflow for the form.
- 01
Create an Event task workflow
Open Settings → Automations and choose the Event task template.
- 02
Set the trigger
Choose Web form submitted, then select the registered form or form type.
- 03
Map event fields
Bind the payload fields to the published task inputs rather than relying on free-form interpretation.
- 04
Execute the task
Use a published create-contact, create-lead, or qualification task appropriate to the outcome.
- 05
Route human work
Create a ticket for the selected department when a person must call, quote, or verify information.
Acceptance test
Test the workflow as the website will use it.
- A valid first submission is accepted once.
- Retrying the same idempotency key and payload does not create duplicate work.
- A matching customer or active lead follows the intended consolidation rule.
- Missing contact details or an unknown service reaches a safe review path.
- The assigned department can see the enquiry context and submission reference.