User

Form Lead Automation

Run a defined action when its configured trigger and conditions match.

Step-by-step guide

Before you start

Use the account and workspace that own the records. This page does not include administrator configuration forms.

Open this feature

Open /portal/workflows on your application domain, or use the matching item in the application menu.

Steps

Create workflow

Open /portal/workflows on your own application domain.
Complete these fields in that form: Name, Description, Trigger, Only this form. Their choices and limits are listed below.
Select Create workflow. The exact label can change between creating and editing a record.
If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.

Field shown in the form	What to enter	Example / note
Name	Required. No more than 255 characters.	Test record (use a unique value where required).
Description	Optional, unless this form asks for it. No more than 1000 characters.	A short description of this test record.
Trigger	Required. Choose Form submitted, Lead created, Tag added, No activity, Partial submission stale.	Choose a displayed option; the available labels are listed above.
Only this form	Optional, unless this form asks for it. Choose Any form. Leave blank to match every form.	Choose a displayed option; the available labels are listed above.

Save changes

Open /portal/workflows on your own application domain.
Complete these fields in that form: Name, Description, Trigger, Only this form. Their choices and limits are listed below.
Select Save changes. The exact label can change between creating and editing a record.
If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.

Field shown in the form	What to enter	Example / note
Name	Required. No more than 255 characters.	Test record (use a unique value where required).
Description	Optional, unless this form asks for it. No more than 1000 characters.	A short description of this test record.
Trigger	Required. Choose Form submitted, Lead created, Tag added, No activity, Partial submission stale.	Choose a displayed option; the available labels are listed above.
Only this form	Optional, unless this form asks for it. Choose Any form. Leave blank to match every form.	Choose a displayed option; the available labels are listed above.

Create email automation

Open /portal/email-automation on your own application domain.
Complete these fields in that form: Rule name, Internal description, Only this form, Recipient, Subject, Email body. Their choices and limits are listed below.
Select Create email automation. The exact label can change between creating and editing a record.
If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.

Field shown in the form	What to enter	Example / note
Rule name	Required. No more than 255 characters.	Test record (use a unique value where required).
Internal description	Optional, unless this form asks for it. No more than 1000 characters.	A short description of this test record.
Only this form	Optional, unless this form asks for it. Choose Any form.	Choose a displayed option; the available labels are listed above.
Recipient	Required. Choose Lead email, Team inbox.	Choose a displayed option; the available labels are listed above.
Subject	Required. No more than 160 characters.	Use the value required by the task; no example is assumed.
Email body	Required. No more than 2000 characters.	Use the value required by the task; no example is assumed.

Create webhook

Open /portal/webhooks on your own application domain.
Complete these fields in that form: Webhook name, Internal description, Only this form, Endpoint URL, Method, Signing secret. Their choices and limits are listed below.
Select Create webhook. The exact label can change between creating and editing a record.
If validation fails, correct the named field and submit again. After success, reopen the same record and compare the saved values.

Field shown in the form	What to enter	Example / note
Webhook name	Required. No more than 255 characters.	Test record (use a unique value where required).
Internal description	Optional, unless this form asks for it. No more than 1000 characters.	A short description of this test record.
Only this form	Optional, unless this form asks for it. Choose Any form.	Choose a displayed option; the available labels are listed above.
Endpoint URL	Required. Enter a complete URL, including https:// where appropriate. No more than 500 characters.	https://example.test/demo (replace with your own test destination).
Method	Required. Choose POST, PUT, PATCH.	Choose a displayed option; the available labels are listed above.
Signing secret	Optional, unless this form asks for it. No more than 255 characters. Enter the real value privately; do not put it in a screenshot or support message.	Use the value appropriate to your test account; no preset is supplied.

Fields shown in the interface

Only fields traced to this role’s handler and its own view are listed. The application can show separate create/edit forms; do not fill every row on one screen.

Form 1 — fields shown in the interface

Field	What to enter or choose
Rule name	Required. No more than 255 characters.
Internal description	Optional, unless this form asks for it. No more than 1000 characters.
Only this form	Optional, unless this form asks for it. Choose Any form.
Recipient	Required. Choose Lead email, Team inbox.
Subject	Required. No more than 160 characters.
Email body	Required. No more than 2000 characters.

Form 2 — fields shown in the interface

Field	What to enter or choose
Webhook name	Required. No more than 255 characters.
Internal description	Optional, unless this form asks for it. No more than 1000 characters.
Only this form	Optional, unless this form asks for it. Choose Any form.
Endpoint URL	Required. Enter a complete URL, including https:// where appropriate. No more than 500 characters.
Method	Required. Choose POST, PUT, PATCH.
Signing secret	Optional, unless this form asks for it. No more than 255 characters. Enter the real value privately; do not put it in a screenshot or support message.

Form 3 — fields shown in the interface

Field	What to enter or choose
Name	Required. No more than 255 characters.
Description	Optional, unless this form asks for it. No more than 1000 characters.
Trigger	Required. Choose Form submitted, Lead created, Tag added, No activity, Partial submission stale.
Only this form	Optional, unless this form asks for it. Choose Any form. Leave blank to match every form.

Check the result

After a source-checked procedure, verify the same record in the same workspace. Check saved values, visible state and access with the intended test account. An external payment/message/provider action needs its own result check.

Problems and validation

Problem	Next step
A field rejects the value	Check its named error, the form’s visible choices and the relevant limit. Do not substitute internal numeric codes for the displayed options.
The control is missing	Check role, plan, enabled app and current record state. Do not grant administrator access merely to complete a User task.
The saved result is unexpected	Reopen the same record and verify its owner/workspace before repeating the action.

Technical reference

Role-scoped source references

Pinned commit: 0a97c2b1d8022981713b1f32874690236dcf1610

Source-only route information

Method	Source-default route
LIVEWIRE	/portal/workflows
LIVEWIRE	/portal/email-automation
LIVEWIRE	/portal/webhooks
LIVEWIRE	/portal/automation-logs

Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source key	Handler
segmentId	modules/AppFormLeadAutomation/Livewire/FormLeadWorkflows.php
builderActions	modules/AppFormLeadAutomation/Livewire/FormLeadWorkflows.php